Connect 10.23.0
Date: August 13, 2020
Enhancements:
General
- Connect users can enable Canadian receipt formatting by navigating to VENUE > SETTINGS > REGION and selecting Canada from the dropdown.
- The Skidata stored value payment method can be used to pay for a tip in Activate X.
- Skidata Member Benefits are now applied based on the seat an attendee’s ticket belongs to.
- A device’s native camera can be used to scan payment barcodes.
- Enabled via Terminal Role on the General tab.
Hawking
- Reformatted the date selector for Hawking Events so that it starts at 12:00 AM of the current day.
- Added a flag to automatically print load receipts when a new load is created.
- Added a flag to update all first loads in a transaction to be created in the On Loan status.
- The hawker search bar can now be used to index Hawker IDs as well as names.
Connect Roles and Page Levels
- Added more granular Connect Roles for various features such as Kiosk themes, Content, Item Sets, and Integrations.
- Added more page levels for Corporate features that were missing such as Day Parts, Permission Sets, and Terminal Roles.
Suites
- User-Defined Options
- Added the ability for Suite Admins to add custom questions to the PreOrder Portal for a guest to respond to prior to checkout.
- ie. Who is the suite host?
- When creating a question for the PreOrder Portal users have the ability to:
- Mark a question as optional or required for the guest.
- Choose the response type to a User Defined Option; Open-Ended or Yes/No.
- Configure a fee to automatically apply to Yes responses.
- Questions are assigned by the suite menu.
- Questions also have the ability to be arranged in a specific order.
- Added the ability for Suite Admins to add custom questions to the PreOrder Portal for a guest to respond to prior to checkout.
Fixes:
- Fixed an issue where the Assign/Unassign all button on Order Types was not working.
- Fixed an issue where Day Parts were requiring the user to enter an external ID to create.
- Fixed an issue where assigning a Suite Account to a specific event was not working on the PreOrder Portal.
- Fixed an issue where the PreOrder Cutoff at the event level was not available for edits after event creation.
- Fixed an issue where enabling Offline Manual Credit Authorization was causing issues logging in to Activate.
- Fixed an issue where the User was incorrectly getting a Supplier Number Already in Use error message.
- Fixed an issue where the Mobile Ordering flag was not displaying on Vendors.
- Fixed an issue where the user was unable to edit the Units column on a Purchase Order.
- Fixed an issue where Bank Templates were unable to be edited without an Event Type.
- Fixed an issue with Force Password Reset not persisting on new Connect Accounts.
- Fixed an issue where the Terminal Account search was not correctly filtering.
- Fixed an issue with CBORD not correctly displaying the defined name on Activate.
- Fixed an issue where the Total was not calculating correctly under the GL Account Report.
- Fixed an issue where the Discount as Tender was not functioning correctly under the Tender Summary Report.
- Fixed an issue where closing Pending Orders of Skidata payments were not reflecting correctly in Connect.
- Fixed an Item import issue where Category Group was incorrectly throwing an error.
- Fixed an issue with the Medium Par Level not being respected for Events.
- Fixed a performance issue with the Tracking Inventory setting taking too long.
- Fixed an issue where the Item Category filter was not updating the Items page.
Connect 10.21.0
Date: June 23, 2020
This is an exciting release for us as we have merged a multitude of features and options that have largely been built in support of our new Activate platforms - what we’ve called Activate X (AX for short), as well as Interact X (IX).
We have also included functionality to greatly expand on what we are capable of doing from an Enterprise perspective, to further ease the use and management of multiple sites.
While most of these features are additive and do not have significant changes from the perspective of User flow or daily operations, there are some features that do require calling out and are worth noting. These changes are outlined below in the Notable Changes section, and Knowledge Base Articles are available for additional information on these features and changes.
Notable Changes
Connect Roles & Page Access
- Connect Roles and permissions have been updated to provide a hierarchical permission structure.
- Each Connect Role now controls what pages a User within that Role has View access to, as well as a corresponding level that determines what actions a User can perform once they are on that page.
- Levels 1-10, with 1 having the most access and 10 having the least.
- This is configured in the Security > Page Levels section, and each permission determines what Level a User must be in order to perform that Action.
- For example, if Create Items is set to Level 5, then only Users with Connect Roles that have access to View Items, as well as a Level between 1-5 can Create Items.
- Any User with View access to Items with a Level between 6-10 would not be able to Create an Item.
- Notes
- Upon deployment, existing Connect Roles will be converted to the new structure to prevent any issues with existing access.
- Additionally, default Roles will be created to provide a standard role to leverage instead of the converted Role, if Users desire to take advantage of this.
Security Features & Access
- There are multiple new features to enhance the security within Connect, as well as the security of Activate Accounts.
- This includes password complexity, rotation, expiration, and inactivity settings, all to allow for a more secure environment and control over User access.
- This can be found within the Settings->Security page.
Employee Roles vs Terminal Roles
- Multiple new features and flags have been added to Employee Roles to support new features available in AX.
- Core UI and Manager Override are completely new tabs to support this new functionality.
- Additionally, Employee Roles have been separated out into Employee Roles and Terminal Roles.
- The primary difference as of now is that Terminal Roles are what was previously just controlled by the Shared flag in an Employee Role.
- Moving forward, the use for each of these roles will become more paired down to how they are leveraged with our newer products.
Employee Accounts vs Terminal Accounts
- Similar to Employee Roles and Terminal Roles, we have also separated out the Accounts based on this same existing Shared flag distinction.
- Existing accounts will have the same functionality as they did previously, they are simply separated out by type now.
Items
- Main Page – In order to separate permissions for Items, the main Details tab has been split and rearranged into 3 sections: Primary, Secondary, and Display.
- This enables functionality to give a User limited access to Edit only certain parts of an Item.
- Tender Restriction – New functionality that is supported on AX to limit what Tenders can be used to purchase this Item.
- Card Restriction – New functionality that is supported on AX to further limit what types of Cards can be used to purchase this Item (requires support from payment provider).
- Linked Items – New functionality that is supported on AX to automatically ring in additional Items once this Item has been added to the cart.
- Upsell Items – Expanded functionality from the existing Upsell option to be able to suggest Items to go along with an Item when it’s added to the cart (expanded functionality support on Interact X).
- Item Countdown – New functionality that is supported on AX to keep a running tally of how many items are on hand (independent from the Inventory module).
- User Custom Fields – New functionality to be able to create Custom fields to support downstream systems and reporting.
Features
General
- POS Categories – This is a new Hierarchical POS Category Structure that allows for multiple levels of POS categories, instead of the 2 levels that are provided today with Category Groups, available for AX.
- New Discounts Engine – Our Discount engine is completely revamped and enhanced to support new functionality in AX.
- Exclusivity Groups – In support of the new Discounts engine, these groups can be used to restrict multiple different Discounts from being used together on the same transaction.
- Meal Periods – This is functionality similar to Dayparts, however it is only used for select Advanced Analytics reports, and has no impact on Activate or availability of Items (like Dayparts do).
- Order Types – These are User Defined Order Types that can be used to classify Orders on AX (for example: For Here, To Go, Pickup, etc.).
- Pickup Windows – This is currently limited to specific use-cases within IX, but can be used to help direct customers after they have completed a purchase.
- Reasons & Reason Groups – These can be created and defined in order to require a Cashier to provide a reason for specific AX actions such as Refunds, Cancelations, Tax Exemptions.
- Once defined, they can be associated with Vendor Roles in the Cashier Reasons tab.
- User Actions – This allows AX Users to launch external links from within Activate, in order to provide separate actions not directly supported within Activate.
- Restrictions – This allows Users to create restrictions for Items that require either Age validation, or validation by a specific integration, in order to Purchase the Item on AX.
- It expands on the existing Age restriction within Items.
- History Tabs – This is an upcoming functionality that will allow tracking and auditing of changes made on multiple pages within Connect.
- This will give visibility to what field(s) were changed, both the old and new values, as well as the User who made the change, as well as what time they made the change.
- Favorite Groups – This allows Items to be grouped as Favorites in order to prioritize these on the menu in Activate.
- Multiple Favorite Groups can be assigned to the same Vendor, providing flexibility on what Items are prioritized.
- Temporary Access – Both Activate and Connect accounts now have the option to limit access for a certain time period.
Terminal Roles
- Core UI – These are new controls for AX to pull together functionality that allow Users to mix and match controls that previously may have been separated into separate options.
- Manager Override – This determines what functions on Activate should require a Manager Approval or not.
Vendor Roles
- Shipping – Determines if the Vendor can support Shipping functionality for Items and the appropriate settings.
- Background refresh – Controls the timing for different background refresh calls made by Activate.
- It can be increased or decreased based on business needs and site network availability.
- Kiosk – New settings for IX functionality and customization.
Advanced Analytics
- Added the ability to add Saved Filters on a report for faster load times when pulling similar datasets on a regular basis.
Suites
- Added the ability to assign custom tenders to suite accounts for checkout on the PreOrder Portal
- Added the ability to split payment on the PreOrder Portal with one credit card and multiple custom tenders
- Added the ability manage credit cards for a suite account on the PreOrder Portal without placing an order
- Added the ability to mark a suite account as tax exempt
Fixes
- Fixed an issue where Corporate Users weren't seeing Interact Web unless they had full access.
- This has been solved with a new Connect Role toggle.
- Fixed an issue where there was an incorrect tax calculation on hawking transactions when a load included a return qty.
- Fixed an issue where the User was being logged out when attempting to save changes.
- Fixed an issue where the Discounts Report was missing discounts for additional items and doubling amounts.
- Fixed an issue in Quick Transfer where items would not populate after selecting Type and Category.
- Fixed an issue where the Help Site was no longer loading in Connect.
- Fixed an issue where the Category Sales Report was showing inflated totals when exporting by Event.
- Fixed an issue where KDS Orders were not Autocompleting as expected.
- Fixed an issue where the Dashboard was not reporting the credit card totals of split payment transactions correctly.
- Fixed a performance issue where Items were taking too long to load.
- Fixed an issue where Inventory Items were incorrectly getting a Supplier Number already in use error message.
- Fixed an issue where Givex refunds were not correctly reflected on the refund receipt.
- Fixed an issue where the Sales Breakdown was not accounting for refunded Orders.
- Fixed an issue where the Item Category Filter was not correctly updating Items filtered.
- Fixed an issue where Skidata Loaded Value Taxes were not included in the Tender Type report.
- Fixed issues in the Category Sales Beta report with counting discounts twice, and not displaying taxes.
Connect 10.19.20
Release Date: May 7, 2020
Features:
Suites
- Added the ability to assign a suite account to specific events
- Added a PreOrder Cutoff Template to configure the PreOrder cutoff by day of the week and time
- Added the ability to display the PreOrder cutoff details on the PreOrder Portal
- Added the ability to customize verbiage for the PreOrder cutoff details on the PreOrder Portal
- Added a PreOrder Cutoff Override on the event calendar to override the PreOrder Cutoff Template for a specific event
- Added Connect role restrictions to view and edit the PreOrder Cutoff Template
- Added an Event Information field to add a description to a PreOrder event and display those details on the Portal
Enhancements:
Suites
- Updated the No Order Report to display all suite accounts who have not yet placed a PreOrder for an upcoming event
- Updated the PreOrder Portal to disable events that have passed the PreOrder cutoff rather than remove it
- Updated the PreOrder Portal event selection screen to include the event weekday
Inventory
- Added the ability to generate and pull standsheet data on the Revenue Reconciliation report when a Standsheet is in the Counted Out status.
- Added the ability to disable/enable the Bring Items to Par option on the inventory event edit page, the flag can be configured in Venue > Settings.
- Added the ability to add Sales Code and Cost Code fields during inventory item creation. Previously these fields could only be assigned when editing an existing item record.
- Revenue Reconciliation report now generates 'stock sales' data when a vendor assigned to a selected event is in Counted Out status.
Reporting
- Advanced Analytics has new (beta) reports on Connect with new reporting options, consistent filters (including events), validated data sources, more robust CSV exports, and more.
- We found that different clients required similar data, but different ways of grouping or calculating totals. Reporting options are ways to toggle different views or calculations directly in the report.
- For example, changing ‘Sales Type’ from gross sales to net sales will update the ‘Sales’ calculation for the report.
- In other cases, changing ‘View Type’ from summary to detail will change the entire report layout.
- In addition to more advanced options, we’ve updated filters across reports to allow for a more consistent user experience. All reports now have event type and event name filters available as well as normal filters such as category, item, vendor, and vendor group.
- For a breakdown of each report, visit our Advanced Analytics section.
General
- Added a flag in Options > Discounts > Details > Require Code to support Discounts on Interact. This allows customers to manually enter or scan discount codes.
- Moved the Recently Synced tab for Advanced Analytics to the front for quicker access.
- Interact Web orders will now be included in the Tender Type report credit card breakdown section.
- Updated the Fee Name verbiage to display Convenience Fee in the Connect orders view when the Convenience Fee name is left blank in the employee role.
- Added a new setting to display or hide Special Instructions in Interact Web. The setting Display Special Instructions was added to Connect > Interact Web.
- The full functionality of the feature will be available in a future release of Interact Web.
- Added a new field in Category Groups called Description. This field allows an admin to configure a customer-facing description that will display on Interact Web in an upcoming release.
- Stay tuned for more information on this exciting new feature!
- Added a new feature allowing an admin to configure hours of operations for the vendor. This new feature sets the foundation for guest-facing menu availability. This feature is supported in Interact Web and will be implemented in other products in future releases.
- To configure hours of operations, go to Vendors> Open Hours and set the start and end time for each day of the week.
- If the location has split hours you can configure multiple hours per day.
- Once hours of operations are configured a guest will be able to access your ordering website at any time during the day but will be notified that the location is closed when they log in outside of operating hours.
- They will be able to browse the menu, but not create an order when the location is not accepting orders.
Fixes:
Suites
- Fixed an issue where the Set Your Password page on the PreOrder Portal displayed an error to some users.
Inventory
- Fixed an issue with Sales (Stock) on the Revenue Reconciliation report so that it now matches when compared to the vendor Stand sheets total Inventory Sales for the listed vendors.
- Fixed a scenario where the search will now return all items regardless of if they are visible on the current page.
- Fixed an issue when comparing the exported data and the data in Connect so that it now reconciles.
- Fixed an issue for stand sheets where the begin counts were showing negative Exp Count In and Act Count In due to transfers between events. These now show up as 0 instead of negative.
- Fixed an issue where the True Up Beta Count wasn't including all inventory items.
General
- Fixed an issue where the order mode was displayed as “delivery” for mobile orders. The order mode will now respect the POS Pickup Vendor toggle on the vendor role.
- Fixed an issue where some suiteholders were receiving an error message when attempting to reset their password on the PreOrder Portal.
- Fixed an issue with the Yellowdog integration where the Type was not being correctly populated.
- Fixed an issue with Item filters were not being applied on the Items page.
- Fixed an issue where subscribers of the End of Show report were not receiving the expected report.
- Fixed a Dashboard issue where items were sometimes not being grouped correctly on the Items Revenue bar chart.
Connect 10.19.19
Release Date: March 10, 2020
Enhancements:
General
- Creating a vendor will now default to “No” for the option “Mobile Ordering” found in Vendors > Vendor Settings.
Reports
- Added “Other” credit card type to the Credit Card Breakdown report.
- This was done as a “catch-all” in order to categorize credit cards where the type is unavailable for a variety of reasons.
- This change will fix an issue where the Tender Type report and Credit Card Breakdown report would not match credit card sales.
- We are aware of an issue where certain credit cards with newer Bank Identification Numbers (BIN) report as “other”. This will be addressed with fixes on Activate and Interact.
Suites
- The Event Order Report will now display discounts applied to an order through Activate.
- The Event Order Report will now display refunds applied to an order through Activate and Connect.
- Added an “Email Receipt” button to the PreOrder page to instantly send guests a copy of their final receipt through email.
- This can be found at: Suites > PreOrders > Select Order > Email Receipt
Note: this button will only be available to PreOrders that are Completed or Refunded.
- This can be found at: Suites > PreOrders > Select Order > Email Receipt
- Updated error messages on the PreOrder Portal to be more descriptive.
Fixes:
General
- Fixed an issue where tips could not be added on Pending Orders using LAVA in Activate.
- Fixed an issue where users with appropriate permissions were unable to delete Report Categories.
- Fixed an issue where users with appropriate permissions were unable to complete a partial discount on transactions with an order level discount.
- This fix should also address this issue on Activate.
- Fixed an issue where changing the “has wizard” option to Yes in Items > Wizards would cause Connect to sometimes hang or become unresponsive.
Inventory
- Fixed an issue where the over/short was reversed on some finalized stand sheets.
- Fixed an issue where POS values were not reflected on Standsheet exports.
- Fixed an issue where Connect would hang or become unresponsive when printing standsheets at venues with very large standsheet file sizes.
- Addressed an issue where the Cost of Good (COG) would not automatically update when depletion rates were changed.
- Addressed an issue where users with appropriate permissions attempting to load cash management pages would experience increased latency or slow loading times at venues with very large amounts of data.
Reports
- Fixed an issue where the Sales Breakdown Report would show sales data as zero.
- As noted above, implemented a change fixing an issue where the Tender Type report and Credit Card Breakdown report would not match credit card sales.
- Addressed a backend issue where subscribing to a report would not correctly set the value of the report type.
- Fixed an issue where the Sales Breakdown Report would subtract the refunded tip amount twice in certain circumstances.
Suites
- Resolved an issue where the last 4 digits of Credit Cards were not displaying on the final Event Order Report.
- This fix also requires users to install and use Activate iOS version 7.14 or higher.
- Resolved an issue where the Event Order Report did not display all tenders applied to an order.
- Resolved an issue where some suite users were receiving an error message when setting their password.
- Resolved an issue where credit cards associated to PreOrders were able to be deleted.
Connect 10.19.18
Enhancements
- Implemented a new landing page for Advanced Analytics reports:
- Added new tabs on the top navigation bar. Reports display in the appropriate categories (e.g., Revenue, Inventory).
- Added an arrow icon that allows users to sort reports alphabetically by name.
- Added the ‘i’ icon to the most commonly used reports. Click the ‘i’ icon to view additional details about the data found in the report.
- Added a ‘Recently Synced’ tab, reports which are refreshed with data several times a day display in this section. Reports in the ‘Recently Synced’ tab only contain data for the previous three days. The reports in the other tabs refresh every night, so the data in those reports reflects the previous day’s sales, but the reports include several months worth of data.
- Added a ‘Distributor Supplier Number’ field to the Inventory Item creation page.
- Added a column called ‘Moneris ID’ to the All Orders Report and select custom Advanced Analytics reports for clients using that payment type.
- Implemented performance enhancements on the Accounts page to load the page significantly faster.
Fixes
- Fixed an issue where the ‘Close and Transfer’ function could be performed more than once.
- Fixed an issue where the Total Tips Report did not include partially refunded orders with the tip intact.
- Fixed an issue where a Corporate user could lose Corporate Admin access when new venues were added.
- Fixed an issue where transactions paid using the ‘Lava’ tender would not process a refund back to the card holder’s account.
- Fixed an issue on the Cash Management – Adjust Bank page where the back and forward buttons did not display at the bottom of the page.
- Fixed an issue where transactions completed with the Odyssey payment method, which were later refunded, did not return the funds to the Odyssey account.
Enhancements
- Updated the Distribution Report to include a new ‘Show Order Notes’ filter. Now Suite Admins can enable or disable order-level notes on the Distribution Report.
Fixes
- Fixed an issue where the Special Instructions did not display on KDS when sent from Interact Web.
- Fixed an issue on the Plan A Transfer page where the information in the Item and Unit columns was not updated when users selected an option from the Unit Type drop-down menu.
- Fixed an issue where Vendor PAR-level item lists included items with depletion rates assigned.
- Fixed an issue in Connect Roles where all permissions were disabled when the No button was selected.
- Fixed an issue where STADIS refunds did not return balance to the card when users paid with multiple STADIS cards.
- Fixed an issue that prevented users from receiving subscribed reports.
Enhancements
- Updated the Orders page to include Convenience Fee and Custom Fee information. Now it’s easier to see which fees are applied to orders.
- Now the displayed Convenience Fee name and value reflect the values assigned at the time of the order, so completed orders are not affected by future changes.
- Improved the Plan a Transfer feature. When selecting locations for Par Level type planned transfers, previously selected locations will no longer display in the selection list for an event.
Fixes
- Fixed an issue in Cash Room where the Drop amount was occasionally doubled.
- Fixed a reporting issue where there were discrepancies between the Revenue Reconciliation Report and Stand Sheets.
- Fixed an issue with Interact Web SMS Order receipts where a dollar sign did not display before the total payment amount.
- Fixed an issue on the Accounts page where the Import Assignment option was not functioning correctly, and imports failed.
Enhancements
- Removed the 'Bring Items to PAR' option from the Inventory Events page.
- Added new 'Use Par Level' and 'Autocomplete Locations' options.
- The new options are located here: Inventory > Transfers > Plan a Transfer (beta).
Note: These options are only available if the Advanced Features option is enabled.
- The new options are located here: Inventory > Transfers > Plan a Transfer (beta).
- Added a Yellow Dog option for Integration Jobs (under Product Import). Now users can configure Yellow Dog integrations and control when they run.
Fixes
- Fixed an issue where the Integration Jobs page (Settings > Integration Jobs) did not display.
- Fixed an issue in the Credit Card Breakdown Report where incorrect card type data displayed for split payment orders.
Integrations Updates
- Updated the fields on the Skidata Payments page (Settings > Integrations > Skidata Payments tab).
- Updated the External Item Sales System Settings page to include a 'Sync refreshed' message, which displays after users click the 'Restart synchronization' button, and the sync is successful.
Reports Updates
- Fixed an issue with the Inventory > Item Usage Report where users were unable to download the report.
- Fixed an issue where the values in the Revenue Reconciliation Report did not match the Category Recap Report.
Suites Updates
Improved the Dashboard so that data loads faster.
Other Connect Updates
- Added Custom Fee information to downloaded and emailed receipts.
- Updated the Plan a Transfer feature so that users cannot select an unassigned location when creating a pending transfer. Now the list of available locations only includes vendors that are assigned to the selected inventory event.
- Fixed an issue in BridgePay where there were duplicate Force Capture amounts.
- Fixed an issue in the Hawking module where the available printers were not displayed correctly.
- Fixed an issue where Inventory Items did not display on standsheets when the 'Allow Blank Count' option was set to Yes.
- Fixed an issue in Cash Room where toggling the 'Edit Teller' option automatically changed other settings (Cash Room, Bank Templates, Settings, and Custom Tenders).
Suites Updates
- Updated the Distribution Report to include a Page Break option.
- When the Page Break option is set to Yes, each suite order is listed on a separate page. The Page Break option is only available when the ‘Use Item Totals in Report’ option is set to No.
- Fixed an issue in the Event Order Report updated to the Captain Notes were not always reflected in the printed report of All Orders. This issue did not occur in printed reports for individual orders.
Other Connect Updates
- Improved the WCS SAP Sales Export (Settings > Integration Jobs > Custom Exports). This export now includes the User Name. The User Name field replaced the Node(Register) field.
- Fixed an issue in the Category Sales Reports where discounts associated with modifiers were not included in the reports.
- Fixed an issue where the assigned event Price Level for modifiers did not load.
- The modifiers only pulled the Cost field configured on the Details page. They did not pull the prices configured for the levels.
- Fixed an issue where items were not added to Connect properly during the import process due to the price not being added in the database.
- Fixed an issue in the True-Up beta where the total was not reset after an input value was removed from a count field, which resulted in an incorrect value.
Connect Updates
- Fixed an issue in the Inventory Value Report where items with quotations, such as to represent a unit of measurement, did not display correctly in the exported CSV report.
- Fixed an issue in Vendor Settings where users received an error message when saving updates.
- Note: The error message was not relevant, and the changes were saved.
- Fixed an issue in Purchase Orders where there was a price discrepancy between what displayed in Connect and the printed invoice. This issue only occurred when an item cost was updated before completing the PO.
- Fixed an issue on the Interact Web Settings page (Interact Web > Settings) where the Page Preview did not always display images correctly.
Suites Updates
-
- Click Options > Permissions Sets.
- Click the Permissions Set you want to modify.
- Click the Tabs tab.
- Set the ‘Allow tab by suite’ option.
‣ Yes – The suite attendant can start a tab in Activate with the suite number, suite account, and suite holders information.
‣ No – This option is not displayed in Activate.
Note: This option is disabled (set to No) by default. - Click Save.Added a new Permissions Set option for tabs. The ‘Allow tab by suite’ option lets suite attendants start a tab with the suite number, suite account, and suite holders information.
To enable this option
- Changed the Item Quantity drop-down menu to a numeric input box, so that users can enter quantities larger than 100 (the previous limit).
- Updated the Upsell Item page to include the Cart. The Cart displays on the right side of the page and includes item details and totals.
- Updated the Mass Event Order Report to include Payment Method information.
Other Connect Updates
- Changed the Yellow Dog logic to prevent synching issues.
- Enhanced the Yellow Dog integration to use the POSDescription1 to update the Item Name in Connect.
- Fixed an issue in the Refund Report where tax was included in the subtotal amount.
- Fixed an issue on the Manage Events page (Events > Stand Sheets) where the Begin Counts did not pull the End Counts from the previous event.
Suites Updates
- Added the Suite Name to the Print Order Confirmation screen in the PreOrder Portal.
- Updated the Event Order Report and the Email Confirmation Report to include Payment Method information.
Payment Type Displays Credit Card - The type of credit card (e.g., Visa, Mastercard).
- The cardholder’s name.
- The last four digits of the credit card number.
Invoice Invoice Custom Tender The name of the custom tender type. - Fixed an issue where items containing special characters did not display on the PreOrders modal in Connect.
Other Connect Updates
- Fixed an issue with the ‘Close and Transfer All Stock’ function where the list sorted chronologically instead of alphabetically.
- Fixed an issue where the listed Vendor Sales and Total Sales did not match until stand sheets were closed.
Suites Updates
- Added the ability to assign a default Suite Attendant to a Suite Account.
To configure this option:
- Click Suite > Suite Accounts.
- Click the Suite Account you want to modify.
- In the Details – Basic Information section, locate the Default Attendant field and then select a name from the drop-down menu.
- Added Suite Attendant information to the PreOrders page. The new Attendant column displays the Suite Attendant assigned to the PreOrder.
- Added pagination to the Menu pages in the PreOrder Portal to make them more accessible.
- Updated the Distribution Report to include a new filter option. In the Category Groups field, there is now a Mandatory Modifiers filter option, which displays all the mandatory modifiers associated with items within the selected dates.
Other Connect Updates
- Added the ability to sync more than one YellowDog site at a time.
- Fixed an issue where the total item amount (with inclusive tax) was reduced from the net revenue in orders and sales reports. This issue only occurred with partially refunded orders.
- Fixed an issue where the Vendor Sales Breakdown Report did not reflect accurate Refund Totals.
Interact Web Updates
- Added the ability to show or hide images used for menu items.
To configure this option in Connect:
- Click Interact Web > Settings.
- Set the Show Images option.
‣ Yes – The item images display in the menu.
‣ No – The item images do not display in the menu.
Note: The Page Preview panel shows how the menu is displayed. - Click Save Changes.
- Added theme control which allows users to create multiple custom themes for Interact Web.
To configure this option in Connect:
- Click Interact Web > Settings.
- In the Theme menu, select Theme 1 or Theme 2.
- Configure options for the selected theme.
- Click Save Changes.
Note: The field that was previously named ‘Theme’ was renamed to ‘Background’ and the options (Light or Dark) were not changed. - Added the ability to customize the customer-facing verbiage that describes vendors.
To configure this option in Connect:
- Click Interact Web > Settings.
- On the Interact Web Settings page, make the following changes:
- In the Singular Vendor Verbiage field, enter a custom name for the Vendor.
Note: The default setting for this field is ‘Vendor.’ All instances of the word ‘Vendor’ are updated to reflect the custom verbiage entered in the Singular Vendor Verbiage field.
- In the Plural Vendor Verbiage field, enter a custom name for the Vendors.
Note: The default setting for this field is ‘Vendors.’ All instances of the word ‘Vendors’ are updated to reflect the custom verbiage entered in the Plural Vendor Verbiage field.
- In the Singular Vendor Verbiage field, enter a custom name for the Vendor.
- Click Save Changes.
Other Connect Updates
- Fixed an issue where occasionally menu items were not correctly assigned when added from sub-vendors.
- Fixed an issue where words that contained apostrophes were not printed correctly in the following Suites PreOrder reports:
- Event Order Report
- Kitchen Production Report
Cash Room Updates
- Vendors added to an Inventory Event will now automatically populate in the Cash Room module.
To view this change:
- Click Events > Calendar.
- On the Events Calendar page, click on a day to add an Event.
- In the Add Event window, perform the following tasks:
- Set the Include Inventory Event option to Yes.
- Enter the necessary information and then click Continue.
- Select the desired Vendors and then click Save.
- In the Connect menu, click Cash Room > Cash Management.
- On the Cash Room page, click the new Event.
- On the Event Overview page, the Vendors you added to the Event are automatically displayed.
Mobile Ordering Updates
- Fixed an issue where guest checkout failed when an invalid phone number was entered.
- Fixed an issue where the User Seat ID (userSeatId) was not returned in the checkout response.
- Fixed an issue where users received an error message during checkout and were unable to complete their orders.
Suites Updates
- Added payment method information on the PreOrder Portal Order Summary and Order Confirmation pages.
- Fixed an issue where item images and prices did not display in the PreOrder Portal.
- Fixed an issue where the Preorder Event Order Report was missing items when run in bulk.
- Fixed an issue on the PreOrder Confirmation page where the date displayed as ‘Invalid Date’ instead of the actual event date.
Other Connect Updates
- Added the ability to customize the order text for KDS Subvendors to include a specific pickup location. When an order has completed an SMS text message is sent to the customer, which includes the custom pickup location.
To configure this option:
- Click Vendors.
- On the Vendors page, click the Subvendor you want to modify.
- On the Subvendor Settings page, set SMS Notifications to Enabled.
- In the Subvendor Pickup Text field, enter a custom message.
- Click Save Changes.
Suites Updates
- Improved Order Details information. Now all values are updated when a PreOrder is closed in Activate.
- Fixed an issue in the Kitchen Production Report where the quantity of items was not always accurate.
- Fixed an issue on the PreOrder Menu screen where items included in food and beverage packages were listed multiple times.
Other Connect Updates
- Added the ability to create a custom header for email receipts.
To configure this option:
- Click Vendors.
- Click the Vendor you want to modify.
- Click the Email tab.
- In the Custom Email Header field, enter a header message.
- Click Save Changes.
- Added Use Count functionality for Member Benefits and Loyalty Card transactions.
- Fixed an issue in Options > Report Category where the Type sort filter did not work.
Suites Updates
- Added the ability for Suite Administrators to configure the order of subcategory groups in the PreOrder Portal, so they are in coursing order.
To configure this option:
- Click Options > Category Group.
- Click the Category Group you want to modify.
- In the Edit Category Group window, set the Sort Order option.
- Click Save Changes.
Integrate Updates
- Fixed an issue where completed orders were in Pending status in Connect and did not move to Completed status until the Vendor Auto Complete timer period was over.
- Fixed an issue where some order discounts were not correctly applied.
Other Connect Updates
- Fixed an issue where Inventory items tied to modifiers showed more POS Sales than sold.
- Fixed an issue where Count Outs submitted from terminals were overwritten after Stand Sheets were closed.
Suites Updates
- Fixed an issue that caused email receipts to be flagged as junk mail.
- Fixed an issue where the Production Labels Report was not sorted according to the selected Item Category and Sort By filter options.
- Fixed an issue on the Menu screen where Items with multiple tax rates and a subcategory assigned displayed multiple times (one for each tax rate) when orders were filtered by subcategories.
Other Connect Updates
- Added an option for bilingual email receipts for all payment tender types.
To configure this option:
- Click Vendors.
- Click the Vendor you want to modify.
- Set the ‘Receipt Settings (SMS & Email)’ option to Bilingual.
- Click Save Changes.
- Added the ability to omit a cashier’s name from email receipts for cash transactions.
To configure this option:
- Click Vendors.
- Click the Vendor you want to modify.
- Click the Email tab.
- Set the ‘Show Account Name’ option.
‣ Yes – The Account (Employee) Name displays on email receipts.
‣ No – For cash transactions, the Account (Employee) Name does not display on email receipts. For credit transactions, the Cardholder’s Name displays on email receipts.
Note: This option is enabled (set to Yes) by default. - Click Save Changes.
Options Updates
- Added a new option, Alcohol Error Message, so users can create a custom error message that displays when a guest adds alcohol to their cart.
To configure this option:
- Click Options > Vendor Roles.
- Click the Vendor Role you want to modify.
- Click the Alcohol tab.
- Enter a custom message in the ‘Alcohol Restrictions Message’ field.
Reports Updates
- Fixed an issue in the Discounts Report where the CBORD Tax was duplicated.
Suites Updates
- Fixed an issue in the Production Labels Report where optional Modifiers (modifiers without production units) displayed.
Accounts Updates
- Changed the verbiage on the Employee Account Login ID field to avoid possible confusion.
Reports Updates
- Fixed an issue in the Category Sales Report where negative numbers were pulled into the Discount column.
- Fixed an issue in the Voids Report where the CBORD Tax was duplicated.
Suites Updates
- Changed the Production Label Report. Now modifiers are displayed as separate stickers and items within a package are displayed on their own sticker.
- Added a new Permissions Set option for tabs. If the ‘Show tab as suite’ option is enabled, checks will display the Suite Name.
To enable this option:
- Click Options > Permissions Sets.
- Click the Permissions Set you want to modify.
- In the Edit Permissions Set window, click Tabs.
- Set the ‘Show tab as suite’ option.
‣ Yes – Checks will display the Suite Name.
‣ No – Checks will display the Order ID.
Note: This option is disabled (set to No) by default. - Click Save.
- Fixed an issue where Calendar Events displayed in order of creation, not in chronological order.
Other Connect Updates
- Fixed an issue in digital receipts where Exclusive Tax was displayed instead of Inclusive Tax.
Inventory Enhancements
- Introduced a new and improved True Up Count feature that allows historical tracking of counts by requiring a True Up Event to be created. In the new UI, the system can set count values for items automatically based on user preferences.
Suites Enhancements
- Changed the order structure of product types in the PreOrder Portal, so they always display in the same order.
- Fixed an issue in the Mass Event Order Report where the Tax line displayed twice.
- Fixed an issue in the Mass Event Order Report where the Custom Fees section displayed an empty table when there were no Custom Fees applied to orders.
Other Connect Updates
- Changed the label names for the following toggles in the Permission Sets Main View:
- Show age verification – Changed to: Enable Restrictions
- Show age verification for alcohol items – Changed to: Enable Restrictions per Item
- Show age verification for order with alcohol items – Changed to: Enable Restrictions per Order.
The labels previously referred only to alcohol restrictions, but now the label names are generic and can apply to other types of restrictions.
- Fixed an issue in the Category Recap Report where the over/short spread calculation was incorrect when the subcontractor option was set to No.
- Fixed an issue in Print Groups where all item orders did not display when multiple subvendors were assigned.
- Fixed an issue on the Orders Search page where the screen froze after orders were refunded and the page needed to be refreshed.
- Fixed an issue on the Vendors > Email page where users were unable to add a Header Image.
- Fixed an issue where Connect sessions timed out, even though users were actively using the site.
Advanced Analytics Enhancements
- Added a Terminal by Operator Report (Advanced Analytics > Audit) that shows which employees used each terminal on a specific day.
Note: This is a premium feature. Please contact your Client Success Manager to learn more.
Inventory Enhancements
- Added an option on the Plan a Transfer landing page (Inventory > Transfers > Plan a Transfer) for users to select a previously closed inventory event. This allows users to view standsheet Expected Sold (exp sold) information by Vendor and plan accordingly for upcoming events.
Note: This is a premium feature. Please contact your Client Success Manager to learn more. - Changed the verbiage in the Close and Return Stock function screens (Events > Manage Events > View Standsheets) to eliminate possible confusion. The button text was changed from ‘Transfer’ to ‘Return Stock’.
Suites Enhancements
- Added the Suite PreOrder ID and Suite Name to Order Details.
- Fixed a page overlap issue in the Kitchen Production Report.
- Fixed an issue where the Vendor filter would not filter the Production Label Report.
Other Connect Updates
- Fixed an issue in Purchase Orders where the Expected Unit Price was not calculated correctly.
- Fixed an issue on the Transfers page where the Transfers from Complete and Transfer options in purchase order were not displayed.
- Fixed an issue where Vendors displayed on the Bank Template page even though the Event Type Assigned Vendors option was not enabled.
- Fixed an issue where the PAR Level Transfers for Events were not made unless the Item had a PAR Level set for all three levels (Low, Medium, and High).
- Fixed an issue in the Category Recap by GL Report (Reports > Inventory > Category Recap > Report by GL Code set to Yes) where the GL (General Ledger) codes were not adequately represented.
- Fixed an issue where the export file for Barcodes and SKUs (Items > Items > hamburger menu > Export Barcodes and SKUs) was empty.
- Fixed an issue where the True Up Count – Export All Blind report (Inventory > True Up Count > Export Options > Export All Blind) would not export.
- Fixed a rare issue where the date_completed field was not populated for orders and that information was not included in reports.
- Fixed an issue in the Sales Breakdown Report where the charged amount of a partially refunded order was subtracted from the credit card totals.
- Fixed an issue where Events could not be closed even though the Vendor(s) associated with the Event were closed.
- Fixed a pagination issue in the GL Accounts Code Report.
- Fixed an issue in Print Groups (Options > Print Groups) where the item order was not displayed for each assigned subvendor.
- Fixed an issue where the Email field in the Accounts > Contact Info window did not show the correct validation message.
- Fixed an issue where Vendors with Closed status could still process sales.
- Fixed an issue where users were able to place orders when the Venue or Vendors were closed.
- Fixed an issue where the Connect Search page opened when users pressed the shift key for longer than a few seconds. This issue only occurred in Windows.
Suites Enhancements
- Fixed a page formatting issue on the Kitchen Production Report.
- Fixed an issue where the Production Label Report would not download when there were special characters in the event name.
- Fixed an issue where the timezone in the PreOrder Portal did not respect the timezone settings defined in Connect.
Other Connect Updates
- Fixed an issue where Partial Refunds would not process when logged into a Venue with Authorize.net Gateway Credentials.
- Fixed an issue where Connect would not save images for Calendar Events.
- Fixed an issue where vendors with Closed status could still process sales.
- Fixed an issue where the Account Import feature did not allow Admin PINs greater than 4 digits.
Integrate Enhancements
- Added a Host Message response for balance, balance inquiry, and checkout failures.
Inventory Enhancements
- Updated standsheet logic to remove the vendor item status check.
- Fixed an issue in the Value By GL Account Report where the Connect username displayed in the Venue Name field.
- Fixed an issue in Purchase Orders where the PDF formatting was incorrect (two pages instead of one).
Other Connect Updates
- Fixed an issue where the Hawking module did not display when logged into corporate accounts.
- Fixed an issue in the finalized Cash Room where editing bank templates cleared the drops data.
- Fixed an issue where standsheets did not pull end counts (act count out) from the previous event.
- Fixed an issue on the Orders page where the Payment Type and Status columns did not sort in ascending or descending order according to the selection of the user.
- Fixed an issue with refunds where Skidata Loaded Value tips were not included in refunded order amounts.
Inventory Enhancements
- Fixed an issue where the Revenue Reconciliation Report included tips in the Stock Over/Short column totals.
- Fixed an issue in the Plan A Transfer feature where transfers were not completed and stayed in Pending status.
- Fixed an issue where deleted vendors were not removed from Event Types and created errors on Standsheets.
- Fixed an issue where Cashroom did not display Split transaction amounts.
Note: Split transaction totals were correct in the reports.
Suites Enhancements
- Added a new process to convert PreOrders into Tabs on Event Day.
Select the Process Order button in Connect to convert bulk or single orders.
Note: PreOrders will no longer be automatically converted into an open tab when a Suite Attendant logs in to Activate. PreOrders will only be converted when the Process Order button is selected. - Added the ability for a Suite Admin to place and edit orders regardless of the PreOrder cutoff period.
- Fixed an issue where the finalized Event Order Report displayed duplicate items.
- Fixed an issue where the Event Order Report displayed deleted orders.
Other Connect Updates
- Fixed an issue where the Sales Per Hour Report showed incorrect sales totals.
- Fixed an issue where the Vendor Group filter on Category Sales did not pull the assigned Vendors.
- Fixed an issue where the Upsell Item list did not show available items.
- Fixed an issue where the Printed Receipt Text did not return the correct value for KDS.
- Fixed an issue where receipts did not show the updated Subtotal after an item was refunded.
- Fixed an issue where a Logo Image could not be deleted or replaced in the Employee Role.
- Fixed an issue where orders completed after the Vendor, Standsheet, and Event had been closed.
Integrate Enhancements
- Added the ability to rename the Loyalty Card button.
- Fixed an issue where cash orders were declined during checkout.
- Fixed an issue where the Tender Summary Report, Tender Type Report, and Revenue Reconciliation Report did not include EMV orders.
- Fixed an issue where partial refunds did not display in Connect payment details or in the FreedomPay portal.
Inventory Enhancements
- Cash Room functionality is now only accessible from the Cash Room menu.
User and Venue Cash Room options have been removed from the Events menu.
For more information, see Cash Room Management. - Added the ability to filter banks and drops by Teller.
- Added Item ID to all Inventory Value reports.
- Fixed an issue where the Inventory Report did not update the Sold column.
- Fixed an issue where the tender values on the Cash Management Overview page included tips.
- Fixed an issue where the Item Price Levels used for the event were not reflected on the Standsheets.
- Fixed an issue where users were unable to close stands if Event > Edit access was disabled in the Connect Role.
- Fixed an issue where the Transfer Docket Report displayed decimals when the report had numbers with no decimal values.
- Fixed an issue in Cash Room where after a new User was added their name could not be found when using the Search function. New Users could only be found when searching by User ID.
- Fixed an issue where Other Tender values were doubled on the Vendor Sales Break Down, Revenue Recon, and Cat Recap reports. Note: Quantities were correct on the Standsheet export and the Cash Tender Summary report.
Suites Enhancements
- Added the ability to delete a PreOrder in the Portal. Suiteholders can delete their own orders through the Upcoming Orders tab.
- Added an option to enable/disable the ability to pre-authorize orders.
To enable the Pre-Authorizations option:
1. Click Options > Connect Roles.
2. Click the Connect Role you want to modify.
3. Locate the Enable Pre-Authorizations toggle switch. Click Yes.
4. Click Save.
Notes:
□ If enabled – the user has access to pre-authorize all orders.
□ If disabled – the user has access to view pre-authorizations and order status.
□ This option is disabled by default.
□ The Access Preorders option must be enabled to use this function.
Other Connect Updates
- Orders Search displays all orders for the selected criteria regardless of order status.
- Fixed an issue where Modifiers did not pull the active Price Level.
- Fixed an issue where the confirmation message did not display after a new Vendor was added and saved.
- Fixed an issue where the Pre-Built Mixer item type did not display in the Inventory Items list.
- Fixed an issue where the View All and Completed Purchase Orders options were not functioning in Inventory > Purchase Orders.
- Fixed an issue where Item prices did not update in Activate after the Price Level was set in Connect.
- Fixed an issue where the Reset Password function was not sending an email with a new password.
Integrate Enhancements
- Added the ability to apply an alcohol flag in the item import file.
- Fixed an issue where SKIDATA Loaded Value refunds were not processed.
- Fixed an issue where an error message displayed when attempting to refund Split Order transactions.
Inventory Enhancements
- Added Exclusive Tax totals to the Revenue Reconciliation Report.
- Fixed an issue where TrueUp Group exports would timeout.
- Fixed an issue where the Revenue Reconciliation Report did not include Custom Tenders entered as ‘Other’ in Cash Room.
- Fixed an issue where event Planned Transfers did not complete.
- Fixed an issue where an error message displayed when a Planned Transfer item was deleted.
- Fixed an issue where non-inventory items received an error message when a warehouse was not assigned.
- Fixed an issue where the Hawkers Commission Report displayed incorrect event dates.
- Fixed an issue where users were unable to add items to Purchase Orders.
Suites Enhancements
- Added the ability to remove the Access Settings function from an existing Connect Role.
- Added a new toggle in Connect Roles to enable/disable editing Suites Settings.
- Created Suite Admin Functionality. Admins can now log into the PreOrder Portal and edit orders on behalf of suite holders.
- Added the ability to delete a PreOrder in Connect
- Fixed an issue where PreOrders were sent to the KDS.
Other Connect Updates
- Fixed an issue where the Connect Search feature did not allow apostrophes.
- Fixed an issue where orders finished before the autocomplete time had passed or before Completed status.
- Fixed an issue where there was an unnecessary error message after a Category Group was edited and saved.
- Fixed an issue where the Awards Applied setting could not be set to ‘One’ when a new code was added.
- Fixed an issue where a Vendor Name could be created with blank spaces.
- Fixed an issue where an empty Category Group could be created.
- Fixed an issue where newly added Custom Fees did not display on the Custom Fees list when in Inactive status.
- Fixed an issue where an Employee Role splash screen upload did not show an image preview.
- Fixed an issue where the Venue Order API was not respecting the end_date in the request.
- Fixed an issue where the Printed Receipt Text (configured in Connect) was not printed on Activate receipts.
- Fixed an issue where users were prompted to log in or create an account during checkout.
Integrate Enhancements
- Added a subscription option to the Vendor Sales Breakdown Report, so the report can be automatically emailed to select users. When users click the Subscribe button (Reports > Vendor > Sales Breakdown), they can select options for Daily, Weekly, and Monthly Reports.
Inventory Enhancements
- Added a Print Transfer Docket option to the review page of the Plan a Transfer feature.
- Fixed an issue where the Bank Template displayed incorrect denominations.
- Fixed an issue where clicking the Close All button (Manage Events > View Standsheets) generated an error message.
- Fixed an issue where Purchase Orders did not display all category types.
- Fixed an issue where the Refresh All function was not working for standsheets.
- Fixed an issue in Purchase Orders where the chat widget covered the pagination options in some browsers.
- Fixed an issue where standsheet status and numbers changed before Count In and Count Out was saved.
Suites Enhancements
- Added the ability to enable end-users to pay by credit card on the PreOrder Portal. Please contact your Client Success Manager or Appetize Support if your venue is interested in syncing credit card information from the PreOrder Portal to Appetize Activate.
Other Connect Updates
- Fixed an issue where a newly added Employee Role could not be deleted.
- Fixed an issue where duplicate items did not display for sub-vendors when using the Duplicate option.
- Fixed an issue where the Printed Receipt Text field did not display after the value was updated.
- Fixed an issue where an error message was received on the Cart screen during checkout.
- Fixed an issue where Alvarado sales were not mapped to ticket sales in Finalize Day.
- Fixed an issue where YellowDog items were not updated with the correct Tax, Discount, and Reporting Group.
Inventory Enhancements
- Added the ability to append vendors to Cash Room bank templates without requiring an Event Type.
- Standsheet POS Sales column values are now calculated based on the calendar event’s Date Start and End Time.
- Fixed an issue on the Stock Request Form where items truncated past the column width.
- Fixed an issue where vendor price levels were overridden by event price levels.
- Fixed an issue that limited the number of items that could be assigned a discount.
- Fixed an issue that caused a standsheet to not close after the Export button was clicked.
Suites Enhancements
- Removed Edit and Remove options from PreOrders in Connect.
- Suite Admin can now change a suite holder's password through Connect.
Integrate Enhancements
- Added the ability to rename the checkout screen ‘More’ button.
Inventory Enhancements
- Fixed an issue that prevented Purchase Orders from downloading when the Warehouse associated with the order was deleted.
- Fixed an issue that caused incorrect Purchase Order totals.
- Fixed an issue where purchasing an Item with a Modifier did not deplete the Inventory Item’s Stock.
- Fixed an issue on the Category Recap Report where the Vendor Group breakdown did not display when reporting by GL code.
- Resolved an issue where Vendors with a zero value on bank templates were excluded from the Adjust Bank list.
Suites Enhancements
- PreOrder Start and End Date filters now filter based on the Event Date and not the date the PreOrder was placed.
- Added a new search bar, which allows users to assign an employee to a PreOrder.
Other Connect Updates
- Fixed an issue where clicking on a Vendor in Connect would display an error message.
- Fixed an issue where the user-defined Minimum Quantity of code would not save.
- Fixed an issue where newly-created Vendors would be in the CLOSED state by default.
- Fixed an issue where Events were occasionally created in a different time zone than the local time zone for the Vendor.
Integrate Enhancements
- CBORD integration is improved for more accurate reporting.
When meal equivalency is used, the system sends the meal amount. - Vendors Report API includes inactive vendors when you add &get_also_deleted=true to the API call.
Inventory Enhancements
- Transfer docket improvements:
– Added delivery status
– Added pack size
– Added transfer creator name
– Removed redundant information - The 'Plan A Transfer' feature was added to generate transfers for multiple items to multiple locations with a single action.
- The Cash Summary Report has a new filter. Now drops can be grouped by Teller.
- Fixed: Skidata tender is included in Total tender calculations on Stand Sheets.
Suites Enhancements
- The Consolidated Distribution Report can pull by Suite, Vendor, and Category Group when ‘Set Use Item Totals’ is set to YES.
- Fixed: The PreOrder portal does not display events after the cutoff period.
- Fixed: The Event Order Report lists prices for item packages only (not for individual items within the package).
Other Connect Updates
- The Check Sync feature was added for venues and can be enabled at the Vendor Role level.
Cash Room Enhancements
- Glory Cash Recycler compatible with new Cash Room.
If you’re utilizing the old Cash Room, contact your Client Success Manager or Appetize Support (support@appetizeapp.com) to upgrade. - Fixed: Cash Management page reloaded when the Drops field was edited.
Inventory Enhancements
- Hawking recognizes if multiple Tax Rates are assigned.
- Fixed: True Up exports occasionally caused time-out issues.
- Fixed: Vendors could be in an ‘open’ status concurrently in multiple Events.
- Fixed: Inventory Reports were not pulling by Calendar time.
- Fixed: Purchase Order PDF exports included quantities for undelivered orders.
- Fixed: Stock Request Form exported blank if the vendor was in a Counted Out status.
- Completed additional enhancements in preparation for the Live Inventory redesign.
Suites Enhancements
- Download all Event Order Reports by Event into a single PDF.
- Fixed: Suites Distribution Report did not include multiple vendors.
- Fixed: Some subcategories did not display in the user interface.
- Fixed: Fees were not taxed in the user interface.
- Fixed: Old orders were displayed in Activate.
Other Connect Updates
- Printed receipt displays the correct tax amount for orders greater than $1,000.
- Contactless EMV Payment settings are available for Android.
New:
1. New Connect role toggle “Edit GeoTax Not Found” available in Connect → Options → Connect Roles → Orders.
- If the new toggle is set to Yes (enabled), the user can go to the Connect Orders section and edit the GeoTax Not Found Rate.
- The system should query the tax rate table and then allow the user to select from a drop-down list of tax rates that have been flagged as GeoTax.
- Once the user selects the correct GeoTax, the order tax should be recalculated to reflect the correct tax value.
- If the toggle is set to No, the user does not have the ability to edit the GeoTax Rate.
fig.1 Orders view – Editable Tax view
2. Suite Reports enhancements.
- Access Suites → Reports → Distribution Report.
- Set “Item Totals” toggle to Yes
- The system should generate a report where all items and modifiers with the same unique ID are grouped into a single line item
3. Contactless EMV Payment settings can be set via Options → Employee Roles → Payments → Contactless → select EMV.
Note! The update requires a future version of Activate Android. Once the Android app supporting the feature is released, clients will receive further information.
Changed:
- Fortress payment: under the hood performance improvements.
- Vendor Page: added toggle that allows changing Vendor’s status from Opened to Closed. The toggle is placed on the Vendor Details page.
Fixed:
- Suites: fixed incorrect tax values displayed after rounding, or when orders were exceeding $1,000.
- Issues when trying to remove the item from Item Package via Connect (Suites panel) → Items → Item Packages page.
- Cash Room fixes including:
3.1. Issue that caused Custom Tenders to display instead of denomination breakdown set in drops on the Cash Room report by denomination breakdown summary.
3.2. Incorrect calculations shown when checking over/show within the Cash Room on the Vendor Level. - Inventory → Transfers → fixes when deleting items from a planned transfer.
New:
- A new integration added to Connect → Settings → Integrations.
Integrations page now allows access to the Lava tab, where users can set up new lava credentials.
Note: The page is still being developed, so more features will be added in subsequent releases. - Limiting Purchase Orders to 4 decimal places.
- Suites – PreOrdering portal is now fully redesigned.
- Lava Loyalty – new option added to Employee Roles.
– open Connect → Options → Employee Roles
– select the correct role
– open External Value tab
– there you can access the new option: Lava Loyalty (select Yes/No) - GeoTax – a new inclusive tax type added to Connect. It allows users to apply an inclusive tax rate to a defined geo-fence.
To turn GeoTax on, you need to:
a) Open Options → Permissions Sets → Payments → “Send Order Location” – choose Yes
b) Open Options → Vendor Roles → General tab → “GeoTax” – choose Yes
c) Open Options → Tax Rates → fill in the required fields and make sure that:
• Tax Type = Active
• Status = Active
• GeoTax = Active
d) Then, a new window will appear under “GeoTax”. There, the user should paste GeoJson formatted coordinates (if you need help at this point, contact Appetize support)
e) hit Import GeoJson format button
f) the Google map indicating the correct location should show up
g) After successful setup, when items are added to the cart via Activate, the app calls out and records the devices GPS location and then applies correct taxes
Note! For more information about Geo Taxes and their calculation, reach out to Appetize support crew - Ability to assign Vendors or Suites to an Event Type without need for Inventory
– user opens Events → Event Types and creates a new Event Type, or chooses an existing Event Type
– then, user navigates to “Inventory” and assigns some Vendors, or to Suites tab and assigns some Suites to the Event Type
– Vendors / Suites that are assigned to the Event Type are automatically assigned to Non-Inventory events when selecting the Event Type
– Vendors assigned to Event Types are excluded when “Exclude EventType Vendors” is set to Yes - General compliance and protection enhancements.
Changed:
- Adding Tax Groups with GeoTax rates – changes
– user has a Tax Group that contains GeoTax rate
– user opens Vendor Role Tax Groups tab
(The “GeoTax” toggle is switched to No on the Vendor Role page)
– user tries to assign a tax group that contains GeoTax rate to the Vendor Role
– the system should block the user from adding the Tax Group and show the following message: “GeoTax not enabled. Tax Group contains GeoTax Rates”.
Fixed:
- Calculating Tax Groups added to orders via Activate – fixes.
- Issues when adding an item (with GeoTax enabled) to order via Activate – lack of order coordinates displayed.
- Inventory → True Up Count → calculation issues.
- Inventory → Warehouses: deleting items from a Transfer causes the Stock is not returned to the Origin.
- Connect Roles – improvements.
- Credit Sales in Tender Summary were doubled.
- Suites – item packages were not displayed correctly on the PreOrder portal.
New:
- A new “Combine Checks” setting has been added to Options → Employee Roles.
- New role in Connect → Options → Connect Roles -> Cash Room
Users can now access the new Cash Room role called “Custom Tenders”. When enabled, users are allowed to manage Custom Tenders via Cash Room page. - Skidata Loyalty Points can now be printed on the receipt after checkout via Activate. To manage the new feature, a new toggle has been added to Vendor Role. You can turn the setting on/off via Connect → Options → Vendor Roles → Printing → “Print User Loyalty Points”.
- New toggles have been added to Options → Permissions Sets → Finalize Day:
– “Custom Tender Sales”
– “Custom Tender Fees”
– “Custom Tender Tips”
– “Custom Tender Taxes”
The feature will work with Activate iOS 7.5 or later versions. When enabled, the permissions will allow accessing detailed information about Custom Tender sales.
Changed:
- Inventory page refinement including:
– Inventory → Items page enhancements
– Reports → Inventory → Recap Report: now when generating the report, “Include Subcontractors” toggle is set to YES
– Inventory → Purchase Orders: the ability to export multiple POs into PDF files added - Events → Inventory Events → Stand Sheets:
– Vendor Sales Summary now includes correct date ranges
Fixed:
- Adding Custom Fees – bug fixes.
- Inventory: unable to unassign items when adding depletion rates
- Errors when creating Inventory Purchase Order with “Completed” statuses.
- Updating Price Levels – fixes.
New:
- Connect PreOrdering page – Order Details will now be displayed on the Suite Name.
• access Connect → Suites → PreOrders view as an admin • select an order and check Order Details • order Details will now display the Suite Name
- PreOrdering portal – when you click on a food item, you can see all details of a product.
• access Suites preordering portal • after clicking on a food item, you will see its: name, price, description • you can also see the Goes well with section where additional items are displayed. You can also see their details - PreOrdering portal – access view of current and past orders.
• access Suites preordering portal • right under Profile you can see Previous and Upcoming Orders • Previous Orders page shows the orders of the last 12 months, grouped by event • Upcoming Orders page shows orders for upcoming events. Note! Upcoming Orders cannot be edited, and they need to show up there immediately after placing a new order
- Event Calendar:
• access Events → Calendar • click a date to create an event • there's a new field showing day of the week • specific days are automatically added by the system once user fills in date start and end date of an event • if date range is more than a day, the new field shows multiple days - Inventory:
Items: • navigate to Inventory → Items → click Create blue button • new: you can add SKU (stock keeping unit) number to new inventory item • adding SKU number is optional for the user
Par Levels: Currently, you can set Par Levels using Inventory panel. To do it, you need to: • access Inventory → Settings → Vendor Page → select a Vendor • the page will list all the items assigned to the selected Vendor • you can sort the page by: SKU, Name, Category, Track Qty, Low/Medium/High Columns • additionally, there's a search bar allowing to quickly look for the item from the list • filtering by category is available too • bulk editing of items on the list, or manual edition of each item
Par Levels: • while Vendor has multiple items transferred via par levels, Connect generates one single transfer • all item transfers auto transferred to a Vendor using "Bring Items to Par" function should generate a single transfer ID and transfer docket
Par Levels: added ability to configure par levels for Vendor so that quantity transferred does not break the transfer unit conversion rate defined for the item. • now, user can choose whether or not the par amount breaks the conversion rate defined for the transfer unit • there's a new Use Unit to Par field, where user can choose from the dropdown: Not Set / Purchase Unit / Transfer Unit • when Not Set: when par level is calculated, the par amount should not break the transfer unit conversion set for the item
- Purchase Orders:
Supplier tax: • added ability to add supplier tax to a delivered Purchase Order • tax amount is added to the Purchase Order total • if you download the Purchase Order, the tax amount will be also displayed in the tax field Validate a received Purchase Order: • an invoice total input field is added on the PO confirm delivery page • when user selects to complete the order, invoice total input value is validated to purchase order total • if values do not match, a dialogue message "Purchase Order total does not match to Invoice total. Do you want to continue?" shows up • user can cancel, or confirm to complete order
Changed:
- User Cash Room – Complete button enhancements:
• access Connect → Events → User Cash Room • choose the correct event → Vendor → User • click to add bills, coins and credit • click Complete → your event data is successfully updated
- User Cash Room – further enhancements:
With 10.18.2 release, you're able to define tellers wishing the Cash Room Module to allow reconciliation by teller.
Fixed:
- PreOrdering – deleting items bug fixes.
- PreOrdering – issues with incorrect Payment Amount display.
• you have a created upcoming event (e.g. concert event type) • place an order with a few items and close it to invoice • access Connect → Suites → PreOrders • select the Preorder → view Order Details • Grand Total amount is now shown correctly in Payment Amount
- PreOrdering – respecting event start time and timezone.
• access Connect → Events → Calendar • create an upcoming event and select start time & end time • continue and save your changes • after saving, the event start time will remain the same as you've set
- Logging out of Connect without users’ actions – fixes.
- Connect → Advanced Analytics: fixed an issue with enabling Custom Reports.
Changed:
- Sending active discounts or vouchers to Activate – performance improvements.
- Inventory – Depletion Rates.
Currently, when you open the Inventory → Items → Depletion Rates tab, you will notice that a new column has been added.
A new Depletion cost column indicates the recalculated cost of an item multiplied by the defined depletion rate.
Fixed:
- Changing Price Levels results in removing Tax Group assignment – quick bug fix.
- Completing User Cash Room (Events → User Cash Room) – issues when updating the event data.
- Occasional problems when trying to add a new event on the Events calendar menu.
New:
- Inventory enhancements such as:
– actual count out will now auto-populate on the back end utilizing an expected count, which will account for transfers, comps, wastes and POS sales
– Inventory Transfers will display dates in the correct timezone
– added ability to uniquely identify SKU number within the inventory module in order to keep data integrity and consistency
– ability to select multiple locations when marking a purchase order as delivered
– we’ve added inventory subcategories for future granular reporting
– inventory search filter has been updated
– ability to choose how blank counts are treated on the stand sheets. Blank counts can now be treated as follows:• Auto populate blank counts utilizing the expected count, calculated by POS sales and inventory adjustments (transfers, wastes, comps) • Auto populate blank counts with zeros • Do not allow blank counts
2. Cash Room enhancements:
– ability to run cash room by denomination breakdown report for easier reconciliation in a denomination-based cash operation
– ability to enter custom tenders into cash room report
3. Advanced Ordering (Suites) Pre-Order interface:
– allows customers to order in a quicker way
– added upsell functionality
– order changes simplified
Fixed:
- Inventory → Purchase Order performance improvements.
- Restaurant Mode enhancements.
- Ability to unsubscribe from reports.
- Improved User Interface to eliminate unused objects.
- Codes import will now advise the user of an error relating to the use of punctuation in the file name.
New:
- Creating promotions for items – ability to set promotion as reoccurring on certain days.
In the new “Discounts” page, it is possible to add promotions that will be reoccurring based on the selected time period.
To be able to create a promotion (e.g. “Happy Hours” that will be repeated for some items every day between 10-11:00 on specific days of the week), you need to:
– open Connect → Discounts page
– select “Create new Discount”
– fill in the basic information such as Name, Display Name, Discount Details
– select Activation Date/Time and Expiration Date/Time, depending on your preferences
– notice the new flag: “Does this promotion repeat weekly?”
– if you select “YES”, you can enable/disable each of the 7 days of the week for the promotion to repeat on: for example Monday/Wednesday/Sunday
– below “Repeat on” choice, you can select a specific time for the promotion to occur, i.e. between 10:00 and 11:00
– you will only need to define the time range once (and not for each of the days the user has enabled)
– by default, the “Does this promotion repeat weekly” flag will be disabled, and the promotion will just follow the standard date/time range like normal
– of course, once your promotion is ready, you need to make sure that it is enabled for correct Vendor, and that your item(s) are assigned to that promotion. To preview assigned items, open Discounts → select your Discount → reach “Assigned Items” tab, and Add / Delete items - New Employee Role toggles for “Signature Amount”.
We’ve added additional “Signature Amount” thresholds for standard tenders (except for Cash). This is especially useful for split transactions so that signatures will not be required when they aren’t needed.
If you choose to set different Signature Amount thresholds for various tenders, you will be prompted for a signature (when paying in Activate) not based on the whole tender amount.
To add new thresholds, you need to:
– open Connect → Options → Employee Roles
– select the Employee Role that you want to update
– navigate to the “Payments” tab
– access the “Signature Amount” next to the payment you want to update (i.e. Credit / Loaded Ticket or Gift Card / RFID)
– save your changes - New “Open Price” settings.
– navigate to Connect → Items → select an item → Prices tab
– set the “Open Price” toggle to YES
– notice there’s a new “Require Data Entry” (Yes/No) toggle. If you choose “Yes”, then when purchasing these items with Activate, you will see a pop-up that has an SKU/Barcode field, and a “Notes” window. The SKU/Barcode field is not a required field, but the focus is on this field when the pop-up first appears and the scanner needs to be enabled while in this field
– these two connect options do not have to be enabled together, so you could have “Open Price” enabled, but “Require Data Entry” is disabled. Equally, you could have “Open Price” disabled, but “Require Data Entry” enabled. And we need to still display the correct pop-ups based on these configurations.
– after the item is added to the cart, a cashier needs the ability to modify the “Notes” entered within the “Notes” field of the Item Details screen.
– additionally, there’s an Employee Role setting under Options → Employee Roles → Checkout → “Auto-Print Item Notes”
– when you enable the above Employee Role setting, after the transaction is tendered, “Item Data Entry” receipt will be printed after the customer’s receipt prints - Cashroom reports and Standsheets improvements.
Bank amount entered should not be reported in Cashroom reports and Stand Sheets until Vendor is finalized for selected event in Cash Management. - Events → Stand Sheets – new export options.
When you navigate to Events’ Stand Sheets, you should be able to export all Stand Sheets.
– Click on the settings (burger) icon next to “Export Options”
– there are two new options to print Stand Sheets that are with blank counts
– select “Export All Blank as PDF” or “Export All Blank as ZIP” - Sending a unique terminal ID to Connect.
– devices equipped with Activate iOS (v.7.4) will now be sending the unique terminal ID to Connect
– a regular Connect user will not be able to check this ID, as it will only be passing through defined payment gateways to identify the devices where the payment was made - Custom Fees – adding an automatic fee to the check.
– navigate to Options → Custom Fees
– select or create a new Custom Fee
– there’re 3 new options added:
Apply Fee Automatically: if enabled, a custom fee to be automatically applied to a check when opened
Set a guest count threshold to trigger the fee: if enabled, a certain guest count threshold (e.g. equal to or greater than 6) triggers a custom fee automatically on a check
Require manager pin to remove fee from check: if enabled, manager approval is required prior to removing fee from the check.
example usage:
I’ve got my Custom Fee = 20% active. Then, I use it when opening a new check. If guest count is equal to or greater than 6, a 20% fee is applied automatically to the check. This fee should update as items are added to the order. - “Proxy Server” flag added to Employee Role.
– a new flag is added to Connect → Options → Employee Role → General Tab → “Ps Proxy Server”
– when enabled, any employee that belongs to this Employee Role will have the ability to open/edit/close checks for other employees
example usage:
The new option allows to access all vendor checks and to order and pay for them on a Server’s behalf who is i.e on break
Changed:
- Quick Chip workflow – changes.
– Quick Chip is a feature that enables to accept a CC payment as soon as the cart in Activate is filled with some items
– user adds an item to cart and the payment device lights up
To enable Quick Chip, make sure that:
– the “Quick Chip” button in Options → Employee Roles → Payment Tab is enabled
– the EMV payment type is also enabled for the correct Employee Role
– when “Quick Chip” is disabled, the cart will behave normally - Assigning inventory items by Vendors – improvements.
Currently, when you assign inventory items by Vendors → Assigning Items, you will notice some details added. This would help to differentiate similar items.
New details displayed are:
– base unit
– transfer unit
– purchase unit
– conversion from transfer to purchase unit - Options → Price Levels
– all the changes you’ve made on Price Levels page will appear without the need to clear cacheFixed:
- Issues with Tax Per Item visibility.
- Connect → Orders view – problems with not visible cash returns.
- Inventory Stand Sheets improvements.
New:
- Inventory enhancements including:
Transfers:
– ability to automate a created transfer back to another Vendor or Warehouse after closed event
True Up Count view:
– the view will now have such information as costs and conversion rates
– additionally, it is possible to access customizable Venue grouping to create Count Groups within the True Up page - Events page improvements:
Stand Sheets:
– enhancements in sorting (additional filters added)
– new indicators: chargeable / non-chargeable added - Cash Room → Cash Management updates:
– Cash can currently be added by denomination - Adjust tip for check orders.
How can I use the Adjust Tip feature?
You open a check order and add a tip when finalizing the transaction with a Credit Card.
Later, you notice that you’ve added the wrong tip and want to change its amount.
With Adjust Tip feature, you can adjust the tip amount on a check
What do I need to know first?
– Adjust Tip works only on Check Orders
– The feature is available for payments finalized with Credit Card, in online mode only what Connect configuration steps are required first?
1. To enable Adjust Tip for your Activate account you need to:
– open Connect → navigate to Options → open Employee Roles
– open Fee/Tip/Tax tab
– switch the “Adjust Tip Allowed” to Yes2. Under Fee/Tip/Tax tab on Employee Role, there’s a Delay Time for Adding Tip button:
– there, you can adjust the time of capture delay (e.g. 2 minutes)
– when e.g. 2 minutes delay time is set, it means that after adding the first tip, the user has 2 minutes to adjust the amount of the initial tip
– the Delay Time must be set to minimum 1 minuteNote! When the Delay Time for Adding Tip is set to e.g. 2 minutes, you will be able to track the tip added to order on Connect once the predefined delay time has elapsed.
3. There’s also one flag added to Permissions Sets
– navigate to Connect → Options → Permissions Sets → Menu
– set the Require Pin for adjust Tip flag to YES
– as a result, when trying to adjust tip via Activate, the user will be prompted to enter Manager PIN
Fixed:
- Connect → Reports → End of Show → Detailed Category Sales Report.
Previously, when trying to generate the report choosing “Include Comps” to YES, the report showed incorrect gross sales totals. - Connect → Accounts page.
Issues with incorrect accounts loading. - Problems with wristbands synchronization to Connect (occurring with Braintree Integration).
- Connect Roles not respecting editing items setting.
- PreOrdering general enhancements.
Changed:
- Items page enhancements.
Category Groups:
– navigate to Items page → select an item to edit
– when an item is opened → click the “Category Groups” view
– click the “Add Category Group” button
– notice, that there is a new “Unassign” button added to the modal window
Assigned Vendors:
– click the “Add Vendor” button
– notice, that there is a new “Unassign” button next to each Vendor that removes the assignment from item
Modifiers:
– click the “Add Modifier” button
– Add Modifier model opens
– notice, that there is a new “Unassign” button next to each modifier
New:
- Setting inventory Tax Rate as exclusive.
– navigate to Connect → Inventory → Options → Categories
– click the blue “Create” button
– when creating a new category, you will notice that there’s a new toggle called “Is Exclusive Tax Rate” that you can set to Yes
Fixed:
- Issues when trying to edit Wizard item. The problem occurred when you tried to:
– open Connect → Items
– clicked on a Wizard item type
– clicking the mass edit button
– trying to save the edited fields
– issue fixed: Wizard item would occasionally not save
Changed:
- Gateway Reason Codes used to monitor payment transactions that have come back from the gateway can now be looked up in logs and diagnostics on Activate.
Operations:
- We’ve fixed an issue with missing information about taxes appearing in some APIs for certain Venues.
New:
-
Adjust Tip feature.
How can I use the Adjust Tip feature?
You open a check order with Activate and add a tip when finalizing the transaction with a Credit Card.
Later, you notice that you’ve added the wrong tip and want to change its amount.
With the Adjust Tip feature, you can adjust the tip amount on a check.
What’s new on Connect for Adjust Tip?1. To enable Adjust Tip for your Activate account you need to:
– open Connect → navigate to Options → open Employee Roles
– open Fee/Tip/Tax tab
– switch the “Adjust Tip Allowed” to Yes2. Under Fee/Tip/Tax tab on Employee Role, there’s a Delay Time for Adding Tip button:
– there, you can adjust the time of capture delay (e.g. 2 minutes)
– when e.g. 2 minutes delay time is set, it means that after adding the first tip, the user has 2 minutes to adjust the amount of the initial tip
– the Delay Time must be set to minimum 1 minuteNote! When the Delay Time for Adding Tip is set to e.g. 2 minutes, you will be able to track the tip added to order on Connect once the predefined delay time has elapsed.3. There’s also one flag added to Permissions Sets
– navigate to Connect → Options → Permissions Sets → Menu
– set the Require Pin for adjust Tip flag to YES
– as a result, when trying to adjust tip via Activate, the user will be prompted to enter Manager PIN
Changed:
- Inventory enhancements that allow to:
– add depletion rates to modifiers via Inventory page
– Purchase Order totals are now visible prior to their completion date/time
– when opening Events → Event Types, it is possible to add bank templates to event types - Suites (also called “Advanced Ordering”) changes including:
– possibility to add Item Notes to the Kitchen Production Report
– ability to email order to Suites users
– ability to add a custom “Legalese” and Venue address under Suites → Settings page
– ability to view Preorder Notes in the Event Order Report
– “Captains Notes” are now removed from the Suite Order Confirmation email attachment
Fixed:
- General Restaurant Module bugfixes.
- Price Levels.
– previously, when selecting a Price Level for an Event it was not possible to deactivate the chosen level - Par Levels – general improvements of the feature.
- Suites (Advanced Ordering) – fixed the faulty behavior causing an active Custom Fee being assigned to an inactive Vendor.
Operations:
1. API calls enhancements including:
– changes in ‘last_modified’ API to reflect the Venue’s timezone
New:
- Inventory – changes in naming.
Currently, when you enter Inventory → Items → click the Create button, you’ll notice that:• the field which was previously known as "Counting" is now called "Stand Sheet" • the field know as "Show Price" is now called "Chargeable"
- Inventory – ability to group similar events using tags.
• navigate to Events → Calendar → click to create a new Event → make sure that "Include Inventory Event" toggle is set to YES • in order to make it easier to find the desired events, we've introduced the below changes when adding a new Event: ability to create a tag and assign to events (multiple tags can be assigned)
- New Cash Room report.
Navigate to Reports → End of Show → Cash Room → Cash Room Cash Summary and download the report
Notice that the report now reflects a breakdown of drops, banks and adds. - Advanced Ordering enhancements including:
– ability to run Kitchen Production Report that will consolidate all items sold for an event
Fixed:
- Suite Menus – bugfixes.
- Purchase Orders totals reflecting $0.
New:
- Items page – a new field added.
- access Items page and select an existing item or create a new one - navigate to Detailed Information section - Tare Weight field has been added there, the field is used for weight items Note! You can add there numeric values only. It's possible to enter numbers up to 3 decimal places.
- New information displayed on Orders view.
- access orders page - select date and click on the order you want to look up - device name and device type are added to the order detailed view
- Inventory enhancements:
– Cash Room redesign: ability to define templates for banks based on event types - Inventory item – possibility to mark an item as Subcontractor product
-
- navigate to inventory > items - access Basic Information tab - scroll to the bottom of the tab - there's a new toggle Is Subcontractor - you can change it to Yes/No
Changed:
- Email receipts – all $0 transaction values are hidden.
- Tax Group – changes in the general flow.
- access Options > Tax Groups - select a Tax Group - scroll to the bottom of the section - click the Apply to All Items button - result: the selected Tax Group will be applied to all items Note! When Apply to All Items is chosen, the tax group will be shown as null
Fixed:
- Suite menus – occasional problems when saving menus.
- PreOrdering site – issues with items display.
- Tax rounding at the Vendor Role.
- Pickup Vendor Flag when creating new Vendor Roles.
New:
1. Suites – Event Order Report enhanced.
1) Use the Connect Suites page to create a preorder (or use a preexisting one). 2) Go to event → suite → course that contains order. 3) Click the add note button under any item. 4) Type a note into the input box that slides down. 5) Click the add note button below input box so it will slide up. 6) Note should appear in course summary in red text below other item details on right for item with that ID. 7) Click confirm and pay. 8) Add payment method and checkout. 9) In Connect, go to Suites → Preorders. 10) Click your preorder. 11) Click Download Order Report in bottom left corner. 12) Item notes should be visible on report.
2. Buttons on PreOrder site for Suites Admin.
1) Use the Connect Suites page to create a preorder (or use a preexisting one). 2) Click to edit the menu. There you will see two buttons: Assigned / Unassigned 3) The "Assigned, Unassigned" toggle next to PreOrder Price functions as whether this item belongs on the PreOrder Menu 4) The "Assigned, Unassigned" toggle next to InSuite Price functions as whether this item belongs on the Event Day Menu/Activate
3. Options → Permissions Sets → Finalize Day.
1) Currently, the Finalize Day permission page should include a new toggle. 2) The toggle is named Custom Tender and can be enabled or disabled. 3) When enabled, Custom Tenders will be shown in Finalize Day on the Activate POS.
4. Open Connect and check out the left menu – you should see that the navigation icons have been redesigned.
5. Printing tab for Vendor Role – ability to change the receipt text size.
1) Open Connect → options → select your Vendor Role 2) Navigate to Printing tab 3) There's a dropdown named "Receipt Text Size" where you can select the font size you want (small / regular / large) 4) Activate POS and KDS should receive that choice and use the preselected size on the printed receipts
Changed:
1. Activate POS sales are recorded and displayed in the sales unit so that they match with the unit used for inventory counts.
Fixed:
- Gateway credentials – general bugfixes.
- Price Levels by Event not working properly on Stand Sheets.
- Restaurant feature enhancements.
New:
- Improvements in managing Inventory Units of Measure.
– Navigate to Reports → Inventory → select “True Up Full History”
– We’ve added a new filtering option: Unit of Measure
– the filtering option includes: Sales unit, Transfer unit, and Purchase unit
– the generated report displays the selected unit of measure (correctly converting and displaying the values of the selected unit)
– details such as the Actual cost and variance cost values are consistently the same regardless of the unit selected - Standsheets – performance enhancements.
- Hawking functionality – updated way of setting up Hawking accounts.
- Support icon displayed on Activate mobile devices has been moved so that it does not prevent users from taking other actions.
Fixed:
- Suites – general ordering enhancements.
- Issues when trying to edit items using the Vendor assignment file.
Operations:
- Improvements in a case when order date/time is updated through Connect → Orders → Orders → select order → edit date/time.
- API data pulls when the Vendor is closed or deleted.
New:
- Cash Rounding setup on Vendor level.
So far it was only possible to set cash Rounding on Venue level. Currently, it can also be done per each Vendor separately. To do it, you need to: 1. Open Connect → Options → Vendor Roles 2. Select the correct Vendor Role and click to edit 3. Go to General tab and select the following: a) Rounding Type: choose one (none/up/ down/ up or down) - by default the setting "None" (Rounding is not active) is chosen b) Rounding Precision: select one option Note! It is still possible to set the Rounding per Venue, but the Vendor Role settings will override the Venue settings.
Fixed:
- Issues when using MyCheck payment method to finalize transactions via Activate.
- Vendor assignment on the Items page.
1. Navigate to Connect → Items → open any item 2. Go to Assigned Vendors tab 3. Click the blue "Add Vendor" button to assign a new Vendor to the item Note! To be able to see that button, user needs to have the correct permission assigned. 1. Open Options → Connect Roles 2. Select the correct Connect Role → click to edit 3. Navigate to Items selection 4. Switch the toggle "Assign Vendors" to Yes
- Hawking:
– occasional problems when trying to pay for a new load
– general feature improvements. - Category Groups: Activate not obeying category group sort. To read more on the proper behavior check the below passage.
1. Log into Connect 2. Navigate to Options → Category Group on the left-hand side menu 3. Click 'Add Category Group' at the top of the page 4. Add a Category Group and make sure to set 'Sort Order' to 2 5. Create another Category Group and make sure to set 'Sort Order' to 1 6. Navigate to Items → Items 7. Assign one item to the first Category Group you created, and another item to the second Category Group you created 8. Log into Activate Proper behavior: The Group that has 'Sort Order' 2 should be displayed second. - Price Levels by Event – fixes.
Changed:
- Suites → Reports → Distribution Report updates.
To see the changes we've made in that Report, you need to: 1. Create a preorder (or use the existing one) 2. Navigate to Events → Suites → course that contains an order 3. Click the "Add Note" button under any item 4. Type a note into the input box that slides down 5. Click the add note button below input box so it will slide up 6. Note should appear in course summary in red text below other item details on right for item with that ID 7. Click confirm and pay 8. Add payment method and checkout 9. In Connect, go to Suites → Reports → Distribution Report 10. Download report for your event 11. Item notes should be visible on report - Suites → Suites menu updates.
1. Create new Suites menu / open the existing one You'll notice the "Assigned / Unassigned" toggle in the item name row • The "Assigned / Unassigned" toggle next to PreOrder price functions as whether this item belongs on the PreOrder menu • The "Assigned / Unassigned" toggle next to InSuite Price functions as whether this item belongs on the Event Day Menu / Activate
- DeviceOrderID – (a unique identifier indicating device number & combined with a specific order) has been added to some relevant parts of Activate UI to improve offline mode transactions. Check the below table to see where to get the DeviceOrderID.
1. Connect → Orders → select an order → Local Order ID 2. Activate → Orders page → Order Details
Operations:
- API endpoints changes in order to get more information and report more data.
New:
- New Employee Role settings VFD display.
– we’ve added the ability to customize the text that is displayed on the screen for Elo devices with a VFD (2 line display)
– to customize the text, you need to:* Open Connect → Options → Employee Roles * Select the Employee Role you would like to change * Navigate to "General" tab * There are 2 new fields added: VFD LINE 1 VFD LINE 2 * You should be able to enter up to 40 characters there * Once you set it and save your changes, Activate should replace the existing text that was displayed on the VFD
- Suites – all fees (including custom fees) that are assigned to vendors are automatically added to the preorder.
- Suites – new connect roles added for Suite access.
– log in to Connect → navigate to Options → Connect Roles
– select the role you want to update
– you should be able to switch the new toggles that change Suites configuration/access
– we’ve got the following switches available:Suites (On/Off) a) On = shows suites section in menu structure b) Off = hides menu structure Configuration a) On = shows settings, production units, menus, delivery schedules b) Off = hides them Account Creation a) On = shows suite preorders b) Off = hides suite accounts Orders a) On = shows suite preorders b) Off = hides preorders Reports a) On = access reporting b) Off = hides reporting
3. Inventory → items → modifiers
– currently, modifiers added to inventory items have new columns that need to be filled in, those are:
– Inventory Category
– Unit of Depletion Rate
– Cost of Depletion Rate
Additionally, every time a depletion rate is added to a Modifier, this should update the Cost of Goods value for the modifier.
4. Integration with a new Star Micronics WebPRNK SDK printer.
– the printer allows to print labels, chits, and receipts directly from Connect
– the new printer needs to be added to each Venue via Connect → Settings → Printers (you need to provide valid name, Ip address, model and set it to Active)
Example usage: Open i.e. Connect orders → open a completed order → tap the Print button → order details would be printed via Connect
Fixed:
- When navigating to Connect → Accounts, filtering accounts according to your search poses a problem.
- Items → Availability tab fixes.
- Crashes when sorting inventory items.
- Reports → Inventory → Purchase Item History – quantity fields calculation fixes.
Changed:
- Inventory – Transfers improvements.
– navigate to Inventory → Transfers → create a transfer
– when adding items to the transfer, there should be a new column called Target Stock added
– Target Stock column presents destination stock when selecting items to be added to the transfer so that the user knows the current quantity on hand before adding the item
New:
- Ability to create a new Vendor that is a copy of an existing Vendor.
- Added new Connect role to restrict the ability to Assign Items to Vendors.
- Added Print Group functionality.
- Inventory unit has been renamed to Transfer unit to eliminate confusion around the counting/base unit.
Print Groups
How does it work?
• This new feature allows to define what a specific Vendor/Subvendor is selling and to send this information directly to kitchen staff that collects printed orders • For instance, there are 3 Subvendors assigned to one Vendor: - Subvendor1: sells vegetarian dishes only (Print Group = veggies) - Subvendor2: sells burgers only (Print Group = burgers) - Subvendor3: sells salads only (Print Group = salads) • At the moment when some items are ordered, i.e. "salad", Subvendor3 that prepares salads for customers gets a printed information (via KDS) about the order instantly. • Configuration of Print Groups and their assignment is much simpler than assigning Subvendors for items individually. • For now, one Print Group will support only one Subvendor.
Print Groups setup:
1. Create Print Groups via Connect ⇒ Options ⇒ Print Groups Note: You shouldn't add more than one Subvendor to the same Print Group. 2. Assign the created Print Group to Vendors / Subvendors. 3. Assign Print Group to items. This can be done in two ways: 3.1 Assign Print Group to Items: - navigate to Connect -> Items - click on an item - open "Assigned Vendors" tab - select an Active Vendor - select Print Group from the dropdown 3.2 Assign Print Group to Menu Items via Vendor page: - you've got your Print Group already created - navigate to Vendor -> select one and right click on it - open "Menu Items" tab - assign Print Group from the dropdown to each item - as a result, the Group will be automatically assigned to each item on items page
Print Groups import and export:
Apart from assigning Print Groups to items manually, it is possible to import Print Group assignment to items.Note! 1. Print Groups must be first created and assigned to Vendors. 2. Items that you want to update must have Vendors assigned.
New:
- Custom Fee – new toggles.
1. Open Connect → Options → Custom Fees 2. Navigate to Details 3. There're new toggles: Is this fee Taxable? Yes/No Is this a tip? Yes/No - Suites – adding “Merchandise” item types to the Preorder.
1. Log into venue in Connect. 2. Go to Items, choose an item of type MERCH, and set Suite Item to Yes. 3. Go to Assigned Vendors tab and assign your suite vendor, set your vendor to active. 4. Go to Suites → Menus. 5. Choose your menu. 6. Merch tab should appear, click Merch tab. 7. Your merch item should be visible. - Suites → Suite Accounts → Details
Added a field called "Captain Notes" where additional notes about the account can be entered. When "Captain Notes" are filled in, they are visible on the generated "Event Order Report" - Suites: additional box for pre-order added.
1. Create a preorder. 2. Go to checkout screen. 3. Click "Add note" 4. Enter whatever note you want into the input box under 200 characters. 5. Click add note at bottom. 6. Hit "Checkout." 7. After order completes successfully, look for the order in the SuiteOrderDetail table, and check to make sure that the note you entered appears in the note column. - Suites – ability to edit PreOrders.
1. Open the order in Suite Orders to access Order Details 2. Click the green Edit button to start editing a preorder 3. Edit the QTY field to change the quantity 4. Additionally, you can remove items 5. Make the QTY field editable to change the qty and 0 to remove and a delete button is fine too if that’s easier item from order. Note! This feature is only possible when the order is in a pending status - Added the ‘Benefits’ button to the menu. This will allow a user to access the SkiData Member Benefits Portal directly. Functionality will be enabled in a future release.
Fixed:
- Suites module – Preordering items page fixes.
- Time clock – issues with setup.
- Problems with completing PreOrder transactions.
- Custom Fees – faulty behavior of the “Mark Inactive” button.
Operations:
- Under-the-hood improvements related to the PreOrdering feature.
New:
- Processing payments with multiple stored value gateways.
Currently, it is possible to open and close a few orders with different stored value payment type via Activate.Example: 1) Open Activate and add one or more items to the order 2) Select one stored value as a payment 3) Proceed with checkout 4) Your order is paid and closed 5) Open a new order 6) Add one or more items to the order 7) Select another stored value payment 8) Move on to checkout 9) Pay and close the order - Hawking support throughout Connect.
1) Configuration pages added for hawking types. 2) starting from this Connect build, we've the ability to manage such special Vendor type in Connect
Changed:
- Events: Stand Sheet improvements.
♦ Variance $ and Variance % fields show correct values on the Stand Sheet stock count ♦ Variance on the Stand Sheet should equal Total Tender - Inventory Sales
- Inventory > Items page.
♦ Par Level item setup has the sales unit clearly labeled for the par level input fields ♦ units show the chosen quantity value
- Inventory > True Up Count page refreshed.
When you open the True Up Count for Inventory, you will see that:♦ fields such as Current Count, Actual Count and Variance are displayed in Sales Unit ♦ all the counts entered for Purchase Unit, Inventory Unit and Sales Unit are correctly converted and saved using Sales Unit ♦ this change is for both: Connect Landing and the downloaded Count sheets
- Reports > Inventory > Purchase Item History report
♦ the report has been updated ♦ currently it should show a renamed field (previously: "Inv Unit", now: "Base Unit" ♦ the Pack size field shows the correct conversion calculation from Sales unit to Purchase unit
Fixed:
- Incorrect message displayed when adding an inventory item with no price.
- Reports > Sales per Hour. Issues when generating an excel report.
Operations:
- This Connect version delivers lots of API enhancements. Several API calls have been added, and some of the existing were modified:
♦ Venue order details: increased limit of records shown on one page to 1000 ♦ when items endpoint is called, user would also see price levels assigned to items ♦ new endpoint showing all items with the current item information at the venue level ♦ new API endpoint that displays all discounts and promos for a Venue
New:
- Admin accounts.
– added possibility to manage gateway credentials for each Venue - Adding price levels for specific events.
– open Connect > Events > Calendar
– select date and click to open a new Event
– at the bottom of the page, there’s a new “Price level” dropdown added
– unfold the dropdown to select a different Price Level for that event
– click “Continue” to save your changesNote! 1. To be able to select from various Price Levels, you need to add the price levels first. You can do it by navigating to Connect > Options > Price Levels. 2. If no Price Level is assigned to the Event or the Vendor, then the current active Price Level set for that Vendor should apply.
Changed:
- Assigning events to Vendors.
– navigate to Events > Calendar
– open a new Event > Continue to choose Vendors
– there’s the possibility to choose “Include All” – this would include all active Vendors to that eventNote! 1. Only one Event should be able to be assigned to a Vendor at a time. For example, if there are 2 Events from 3pm-7pm, Vendor 1 can either be assigned to Event 1 or Event 2. 2. If an Event has Inventory enabled, the normal Event should be assigned to the same Vendors as the Inventory Events
Operations:
- Assigning all items to one Vendor – performance improvements.
- Capturing device order time – enhancements.
Fixed:
- Vendor Role switch “Split Check” not responding to changes.
- Inventory – Event Type crashes.
New:
- Subvendors added to Vendor assignment import.
To import items menu first you need to have the correct excel spreadsheet prepared. There’s a new column added to the excel sheet called “Subvendor” where you can enter the correct Subvendor. When your sheet is ready, you need to upload it to Connect by opening:1. Connect > Items 2. Clicking on the button next to "Create" and choosing "Import Assignment" 3. Uploading the right file As a result - menu/inventory items should be shown correctly and assigned to proper vendors & subvendors
- Inventory > Items creation setup.
1. When you click on the blue "Create" button on Inventory Items page, it will not be possible to save the item unless all of the relevant information is completed. 2. All inventory items must have: Item Name, Sales Unit, Inventory Unit, Purchase Unit, Unit Conversions), Counting, Show Price, Category, Price (when show price is enabled), Warehouse, and Distributor specified 3. Items that are already saved in Inventory > Items would have to be updated with the above data when you try to edit them
- Ability to assign items at Vendor level.
Previously, the only possibility to assign items to Vendor was from the main Items page. Currently, we’ve added a brand new feature that allows you to do it from the Vendor.
1. Open Connect > Vendors page 2. Click on one Vendor 3. There's a tab called "Assigned Items" where you can manually add chosen items to that Vendor - New Givex payment settings for Employee Role.
Note! The two settings are for Givex offline transactions. To access the two buttons please go to Connect > Options > Employee Role > Payments TabCAN ACCEPT OFFLINE GIVEX - You can change the toggle to Yes/No - If it's set to Yes for Employee Role, Activate would accept offline Givex transactions - By default, the toggle is set to No
MAX GIVEX TRANSACTION THRESHOLD - You can set the numeric value in the input below the button manually - When you enter i.e. 10 in the input, that means any offline transaction over that amount ($10) would be declined automatically
- Adding Tip to Custom Tenders.
1. Open Connect > Options > Custom tender 2. Create a new Custom tender, or open the existing one 3. Under "Details" tab > Basic Information, you can see a new toggle called "Allow Tips" 4. You can choose Allow Tips to be Active or Inactive for the selected Custom Tenders When Allow Tip is active for a Custom Tender, Activate should allow tips to be collected when an order is checked out using that Custom Tender
Changed:
- Importing Assignment for items – Tax Group ID added to the excel sheet.
1. Open Items page and choose "Import Assignment" from the menu next to the "Create" button 2. The updated excel sheet should include Tax Group ID for each item 3. Once you fill the Tax field with proper ID, after importing Connect should recognize the Tax Group and assign it to downloaded items
- Inventory Transfers – improvements in workflow.
- items are automatically added to the transfer by entering quantity instead of clicking the add button - user can choose default transfer unit before adding items to transfer - user can change transfer unit for each item added to the transfer - additionally, it's possible to preview items added to the transfer (cart) and make adjustments if necessary before confirming the transfer
- Corporate Accounts Management.
A new menu section called "Corporate Admin" available for Corporate Admins - Ability to create and assign users through a new Corporate Account Sub-Menu - Additionally, admins can create and edit Corporate Connect Roles for that Corporate through a new Corporate Account Sub-Menu - Corporate Users should have access to only the Venues selected in their Corporate User Accounts within the Corporate Location
Fixed:
- Tax Group being removed from items when trying to change price levels.
- Issues with Connect > Options > Connect Role permissions.
- Tender Type Report missing sales when separated by day.
To generate the report, you need to:1. Navigate to Connect > Reports 2. Click on End of Show > Tender Type 3. Change the toggle "Separate by Day" to Separate (if you want the report to be separated by day) 4. Choose document type from the dropdown below 5. Wait for the report to be downloaded
- Inventory events & Transfers bugfixes.
Operations:
- Inventory standsheets – performance improvements.
New:
- FreedomPay payment processing – under the hood updates.
- Added support for taxing Convenience Fees.
- To set up convenience fees, go to Options > Employee Roles > Fee/Tip/Tax Tab.
- Here you can implement a convenience fee and set its name and price parameters.
- To tax this convenience fee, go to Options > Vendor Roles, click on the vendor role you wish to alter, click the Taxes tab, enable “Apply Tax to Convenience Fee,” and set the tax rate you wish to apply to the Convenience Fee.
- Note: for this feature to apply in Activate, you must update to the most recent version of Android Activate v2.10.3 and iOS Activate 6.13.11.
New:
- A new error message is displayed to the user when trying to delete an event with planned transfer. You would see that message when you:
- Have active inventory is event created
- Have transfer created & assigned to that inventory event
- Go to Events > Manage Events > click on the “burger” settings button next to the event
- Click on “Delete Event” option and confirm the action
- An error message that would prevent you from deleting an event with planned transfers should pop up
Fixed:
- Inventory Items – problems with items that are no longer assigned to given Warehouse / Distributors showing up as assigned.
- Closing the last Vendor for inventory event fails. To see exactly what problem we’ve solved, read on the below points:
- Open Connect > Events > Calendar
- Create a new Inventory event with multiple Vendors assigned, or choose the existing similar event
- Count in one or more Vendors
- Then try to hit the “Close All” button
- The last Vendor from the list of assigned vendors is not closed
- Purchase Orders – incorrect extender price calculations displayed.
- Go to Connect > Inventory > Purchase Orders
- Open a Purchase Order that is marked as delivered
- The received quantity field is updated to zero
- The downloaded PDF contained an incorrect extended price for the zeroed item
- Lack of employee role logo image on the printed receipt.
- Inventory – Stock request pulling incorrect Par Level (not the one that was initially set).
- Problems with assigning Menu Items from Vendor page. To check what was fixed, read on the below steps:
- Open Connect and go to Vendors
- Select a Vendor
- Reach the Menu Items tab
- Click the blue “Add Menu Item” button
- Assign a Menu Items that have inventory tracked to the Vendor
- Navigate to the Inventory Items tab
- The associated Inventory item does not appear on the list
Changed:
1. Connect > Options > Connect Roles – improvements.
- Currently, when you access the above path, you should see the permissions set there for Inventory Settings > Purchase Orders are enhanced in a way that they are more understandable
2. Purchase Orders – item total cost display.
- Open Connect > Inventory > Purchase Orders
- Select any Purchase Order that is created or completed
- The item total cost and purchase order totals should be rounded to 2 decimal places
3. Partial Tip Refund – Venue settings updated.
- Navigate to Connect > Settings > Venue
- See that there’s a new “Allow Partial Tip Refund” button. By default, it is turned on. You can disable the partial tip refund anytime you want.
- How it works when enabled? Read below:
If you make an order with a tip via Activate and decide to make a partial refund via Connect, Connect will refund part of the tip based on how much of the order was refunded. For example, if an order is $20.00 total and has a $4 tip, if a $5 item is refunded, $1 of the tip will be refunded as well
4. Category Sales Report not showing parent items.
What are the parent items? Those are the main items you create via the items page. Usually, modifiers are added to parent items.
The issue we’ve fixed was that when running a Category Sales Report (via Connect > Reports > End of Show) parent items were missing from the reports.
Changed:
1. Order refunds – major changes in refund dates.
- Make an item/order refund via Activate or Connect
- When you run a refund report (e.g. Connect > Reports > End of Show > Refunds) the date of each refund would be the date of the actual refund (not the date of purchase)
2. Connect admin users are able to manage permissions for inventory transfers depending on users’ duties.
Fixed:
1. Price levels assigned to Vendors and Venues – fixes.
2. Issues when adding a new Venue.
3. Occasional problems when accessing start&end date picker via Connect > Orders page.
New:
1. New confirmation dialogs added to the Inventory page.
- Navigate to Inventory > Items page
- Create a new item or select the existing one
- Go to the Vendors tab and click the blue Add Vendor button
- There are two buttons below Vendor Assignment text
- When you click “ALL” you will see “Are you sure you want to assign all vendors to this item” message
- When you click “NONE” you will see “Are you sure you want to remove all vendors from this item” message
2. New Payment Type that will reflect Contactless transactions.- Make a contactless transaction via Activate and finalize it
- Open Connect > Orders > select the correct date range
- Your Payment Type will be reflected as i.e. “Credit Card – ContactLess”
Changed:
1. Day Start Time & Day End Time updated to 24hrs format.
- Navigate to Settings > Venue
- Scroll down until you reach the “Day Start Time” and “Day End Time” sections
- When you click on the dropdowns, there will be an option to select one of 24 hours range
Fixed:
-
- Skidata Loaded Value – issues with basic transaction types being declined.
- Check Syncing – we’ve fixed the faulty behavior which was adding partial orders to closed checks.
- Inventory Reports fixes.
- Reach Reports > Inventory > Purchase Item History Report
- Choose date & category
- The downloaded report used to contain some random items. We’ve fixed that behavior, and now the report shows only the items that are assigned to the preselected category
- Inconsistent totals value showing up in Reports > End of Show > Refunds.
- Calculations fixes for Inventory sales calculation on stand sheet and Revenue Reconciliation reports.
- YellowDog API syncing problems.
Operations:
1. Opening & Closing Inventory Events – performance improvements.
New:
- Suites > Suite Accounts – new field added when adding an account
- Navigate to Suites > Suite Accounts
- Click the blue Create button
- Fill in the required fields
- See the new Active toggle. Choose Yes / No
- Save your changes
Note! When the account is set to No, all attached contact lose access to preorder site. When contact is set to No, it can no longer login to the preorder site.
2. Suites – PreOrder page updates
- Navigate to Suites PreOrder page
- If you’ve already made some orders, the page should show a list of all preorders per selected date range
- Each order listed there contains a special button that allows the user to authorize the payment
- New functionality: If a user decides to pay by invoice, there should not be the Authorize payment button. There should be the text “Invoiced” instead.
3. KDS – subvendor accounts permissions for Check Orders
- Using Split Check functionality, make an order via Activate
- Split the Check into 2 or more checks
- As a subvendor account, log into KDS
- Subvendor account type should not see partials that were created as a part of the split check process. Such orders should not be printed as well.
4. Split Check functionality can be disabled via Connect. This can be done on two levels:
- From Vendor Role
- Navigate to Connect > Options > Vendor Roles and select the correct one
- Click to edit Vendor Role
- Change “Enable Split Checks” to NO
- Save your changes
- Split Check will not work for the Vendor
- From Employee Role
- Navigate to Connect > Options > Employee Roles and select the correct one
- Click to edit Employee Role
- Find “Enable Split Checks” toggle under “General” Tab
- Change “Enable Split Checks” to Enabled
- Save your changes
- Split Check will not work for that Employee Role
Note! When your Employee Role Enable Split Check = Enabled, but the same setting for the Vendor Role is Disabled, Split Check function should not work.
- Split Check will not work for the Vendor
Fixed:
- Issues with enabling Advanced Analytics for some Venues.
- Inventory > Purchase Orders page. We’ve fixed the behavior of the red X button that should refresh the page and clear the characters from the search bar.
- Inventory > Purchase Orders.
- Start Date and End Date buttons fixes
- Trash icon that should clear the dates fixed
- Purchase Order Total Range slider improved
- Check orders – previously it was possible to add partial order to closed check. Now it’s fixed.
Changed:
- Under-the-hood changes related to FreedomPay transactions.
- A flag showing whether a transaction was made online/offline has been added to the code
- Thanks to the change, Connect know if a Credit Card payment was taken offline
- FreedomPay offline transactions work still in the same way via Activate, but information that it was taken offline flag should be presented on Connect.
Operations:
- Some of the items that belong to Yellowdog did not show proper barcodes. Some server changes have been made so that proper barcodes are now assigned to those items.
New:
- Under the hood improvements related to outdated YellowDog barcodes.
- Small changes have been made into the code
- We’ve added “_OLD” text to unused items, so that the new items can take the previously assigned barcodes
To catch the change, look at the below example: -> previously: “Burger” item had “12345” code -> changed to: “Burger” item is marked as “12345_OLD” now: “Burrito” item can take the “12345” code, as it’s no longer used by “Burger” item
- Thanks to this change, new products with recycled barcodes from inactive products can be added to Yellow Dog inventory system
- Old items will be marked as inactive or deleted to not scan duplicates on Activate
Changed:
1. KDS – changes when syncing orders between Activate and KDS
- Orders finalized via Activate should show up in KDS within 20 seconds when no previous order had been placed for a while.
- Verified Activate orders should show up in KDS within 10 seconds if Orders were placed in succession
Fixed:
- Issue with Activate orders that are marked as completed on Connect, but they never went through when finalizing purchase via Activate.
- Inconsistencies in data between Category Sales Report and Net sales Vendor Breakdown for a single venue.
- Some minor problems with closed checks flow when Check Syncing is used on Activate.
- Open Activate (the version that supports Check Syncing)
- Open check order with CC
- Add one item to the check
- Close check order
- Add second items to the closed check
- Correct behavior now: the second item is rejected. Check has been closed.
Operations:
- FreedomPay contactless EMV payments – changes.
- Once contactless EMV payments are ready on the Ingenico device, Activate will be sending some data to Connect and then, Connect will send another value to FreedomPay
- Changed data about transaction type will include point of sale entry mode = “ricc”. This will show that it was a contactless EMV transaction